Archive for December, 2009


New Year Resolution

Icon Provided by Joseph Regenstein IV, CMFC on December 31, 2009

I hope you are doing well as we wrap up 2009, it certainly has been challenging.  If you are considering making a few New Year’s Resolutions please consider reviewing your Financial Plan.
It is important to review this year’s performance and any changes in your financial situation.  It is also imperative that goals are reviewed and [...]

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Economic Update for December 2009

Icon Provided by Joseph Regenstein IV, CMFC on December 8, 2009

Quote of the month. “You only have to do a very few things right in your life so long as you don’t do too many things wrong.” – Warren Buffett
The month in brief. The Dow climbed 6.51% in November, and the S&P 500 and NASDAQ were nearly as hot.1 Gold prices reached new highs, and [...]

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Tags: commodities market, consumer spending, economic health, Economic Update, existing home sales, financial markets