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2010: Forecast Past & Present
2010: Forecast Past & Present Here is our latest Economic Forecasts. Check out Jonathan’s thoughts by listening to the whole program or by clicking on a specific topic and listening for a couple...
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Spring 2010 Capital Markets Outlook
Spring 2010 Capital Markets Outlook Here is our latest Economic Outlook. Check out Jonathan’s thoughts by listening to the whole program or by clicking on a specific topic and listening for a couple...
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2010 Half-Time Report
2010 Half-Time Report Here is our latest Economic Half-Time Report. Check out Jonathan’s thoughts by listening to the whole program or by clicking on a specific topic and listening for a couple...
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Fall 2010 Capital Markets Outlook
2010 Capital Markets Outlook Here is our latest Economic Outlook. Check out Jonathan’s thoughts by listening to the whole program or by clicking on a specific topic and listening for a couple minutes....
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2011: Forecast Past & Present
2011: Forecast Past & Present Here is our latest Economic Forecast. Check out Jonathan’s thoughts by listening to the whole program or by clicking on a specific topic and listening for a couple...
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Spring 2011 Capital Markets Outlook
Spring 2011 Capital Markets Outlook Here is our latest Economic Outlook . Check out Jonathan’s thoughts by listening to the whole program or by clicking on a specific topic and listening for a couple...
View ArticleFall 2011 Capital Markets Outlook
Fall 2011 Capital Markets Outlook Here is our latest Economic Outlook. Check out Jonathan’s thoughts by listening to the whole program or by clicking on a specific topic and listening for a couple of...
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Women Are Better Investors
Women Are Better Investors. The financial services industry is unquestionably male dominated, and often stereotypes women as innocent wanderers. This is a mistake, and it’s one that all advisors and...
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What Can A Volcano Teach Us About Investing?
erupting volcano Markets Erupt Unpredictably – Be Prepared “We don’t know. We can’t see the future. The flow does what the flow does.” – Rod Macland of Pahoa, HI to CNN reporters at KITV-TV As folks in...
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Defining Investment Success
How Do You Define Investment Success? The Natixis 2014 Global Survey of Individual Investors offered some interesting insight into the mindsets of investors in Asia, Europe, Latin America, the Middle...
View ArticleWhere Does Financial Planning Begin?
Mindful Money Minute – Where Does Financial Planning Begin? Most people think financial planning begins with laying out your current financial situation, considering all your goals and determining what...
View ArticleFinancial Planning – Happiness Dividend Personal Finance Series – 4 of 7
Financial (and specifically retirement) concerns are everywhere we look today. There is too much information and too little education about money in our culture. This inevitably forces us to rely on...
View ArticleBlueprinting – Happiness Dividend Personal Finance Series – 1 of 7
Personal finance can be brought with peril. Financial concerns are global and consistent. There is more information available to us than we can ever dream of understanding. We have little (or no)...
View ArticleMaximize Your 401k Through Retirement Planning
Maximize Your 401k Through Retirement Planning All of your financial decisions affect your retirement. Plan for retirement—use your company’s retirement program to maximize your retirement income....
View ArticleAfter You Invest: Invest According to Your Plan
Part of the Happiness Dividend Video Webinars. After You Invest have an investing plan After you invest, the mental game begins.The market will always be changing—don’t chase the portfolio of the...
View ArticleRetirement Requirements.
For a number of years, policymakers have been focused on finding ways to help Americans become better financially prepared for retirement. Studies have found having access to payroll-deduction...
View ArticleAre You Retiring From or Retiring To?
Everywhere you turn there is another article on “Retirement.” But, what is retirement? Can we really speak of Retirement as a singular thing that we all experience? The Oxford Dictionary defines...
View ArticleImagine Life After Earned Income!
What is “Retirement.” We all do different things in retirement, but we all end up similarly retired. What does the word even mean? The Oxford Dictionary defines retirement as: “the action or fact of...
View ArticleIt’s Only Finance, Until You Make it Personal
Before you plan, if you invest or participate in markets at all (even if only as one who earns and spends) finance is just finance. It’s numbers and averages, it changes quickly and it can be...
View ArticleWhat Can A Volcano Teach Us About Investing?
Markets Erupt Unpredictably – Be Prepared “We don’t know. We can’t see the future. The flow does what the flow does.” — Rod Macland of Pahoa, HI to CNN reporters at KITV-TV As folks in Pahoa, Hawaii...
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