THE WEALTH STRATEGIST
January 29, 2008  Volume 3 | issue 3
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Staying the Course in Turbulent Markets

Ruth L. Forehand, CFP®

Most people confuse volatility, market turbulence, with risk.  They think that the risk tolerance questionnaire they fill out will help them understand how to handle the emotions that frequently accompany periods of high volatility.  Ris...

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Six Financial Tips for 2008

Steven T. Merkel, CFP®, ChFC

Unless you’ve been on an isolated island for the first three weeks of the new year, it’s pretty hard not to notice that it’s not just the housing market that is off to a rocky start for 2008.  The Dow Jones Industrial Average (DJIA) has spira...

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Understanding Municipal-Bond ETF’s

Scott R. Schatzle, CFP®

When was the First Municipal-Bond ETF (Exchange Traded Funds) Launched?
Traditional ETF’s date back to 1993 when the American Stock Exchange listed the first EFT “Spiders” – S&P Depositary Receipts.  In September of 20...

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