financial planning

Guidant Response: Retirement Comparisons, Gen Y and Baby Boomers

Guidant Response: Retirement Comparisons, Gen Y and Baby Boomers

News Brief  By: Allen G. Yee I am absolutely dumbfounded by the statistical information from the TD Ameritrade survey. Given the current state of the economy, enormous unemployment and lackluster stock market it amazes me to hear that the younger generations are saving at a greater rate than those that presumably have greater disposal income. [...]

New Year Resolutions

New Year Resolutions

By: Allen G. Yee ‘Tis the season, right?  After about a month of indulgence, without a doubt, there were countless resolutions made as the New Year began a few days ago.  Resolutions such as losing weight, quitting smoking, spending time with family, working/studying harder, etc. are made and broken in a short period of time [...]

A Decade in Review

News Brief By: Allen G. Yee If there’s one lesson to learn from the history of investing, it is that the market does not always go up.  If you believe that to be true, then why would you invest as if it only goes up?  In other words, investors implement buy and hold strategies more [...]

End of the Year Decisions

News Brief By: Allen G. Yee As the year comes to a close it is important to not only layout a strong financial plan for 2012, which may result in substantial tax breaks. More often than not, we are too concerned with looking too far ahead that we sometimes miss practical, simple, solutions that rest [...]

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