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Market Commentary 1st Quarter 2015

Market Commentary 1st Quarter 2015

Posted on Thursday, April 16, 2015 In recently reported data, the U.S. economy grew at a tepid 2.2% rate in the last quarter of 2014. A few early indications point to an even weaker first quarter. For the past five and a half years, economic growth has been positive but weak.
4th Quarter 2014 Review & Outlook

4th Quarter 2014 Review & Outlook

Posted on Tuesday, February 03, 2015 In 2014, the S&P 500 returned 13.7%, its third year in a row of double-digit gains. Large U.S. stocks were bolstered by a stronger economy, underlying earnings growth, and rising valuations, to a level not seen since before 2008.
Dave Foster, CPA, CFP® Quoted in The Wall Street Journal

Dave Foster, CPA, CFP® Quoted in The Wall Street Journal

Posted on Thursday, April 02, 2015 Dave Foster, CPA, CFP® was quoted in the Wall Street Journal article, “Don’t Let Obama Proposals Sidetrack Financial Planning” by Jonathan Clements on March 20, 2015.
Our 2013 Client Event - Does Money Buy Happiness with Dr. Robert Biswas-Diener

Our 2013 Client Event - Does Money Buy Happiness with Dr. Robert Biswas-Diener

Posted on Thursday, November 14, 2013 This year's client event held on October 1, 2013 featured Dr. Robert Biswas-Diener. Known to many as the "Indiana Jones of positive psychology", he has traveled the globe researching the relationship between money and happiness.

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  • Jim & Margie

    Jim & Margie

    A physician planning for retirement and preparing to send three children to college.
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