Spring Clean Your Finances

The arrival of spring has brought warmer weather, longer days, a renewal of life … and the yearly desire to clean out and get organized. It’s also the perfect time to get your financial house in order. Here are some housekeeping tasks you can tackle to help make sure you and your money are headed the right way in the year ahead.

Video: The Importance of Financial Goals

These are the obstacles we all face in trying to achieve our financial goals:


Resolved - This Year I Will Prepare [Part 2] (Podcast)

By Byron Moore, posted April 11, 2019

The following segment first aired on KEDM 90.3.

How can you prepare for life's unexpected twists and turns?

Click above to play/pause audio.


Morning Market Review April 11, 2019

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Morning Market Review April 10, 2019

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5 Financial Missteps to Avoid

Personal finance, like just about everything else, is mainly common sense. Advice like “don’t spend more than you make; start investing while you’re young; don’t loan money to friends with the expectation of getting it back,” have been around for generations, and most likely will survive the next few generations as well. Even money mistakes that are corrected early enough will have little impact on your wealth going forward.  What you do want to avoid are money mistakes that can be hard to recover from.

Bad Cork Good Wine

By Thomas Morrone CFP®, CPA

Have you ever attempted to open a bottle of wine and the cork breaks in half with the other half still in the neck of the bottle? It is so frustrating. The next step is to see if you can latch on to the remaining piece of cork with the corkscrew. Sometimes this works, but more often it is just a hopeful attempt at simply removing the other half of the cork and drink the wine as originally planned. Of course, there is the more common scenario where the broken cork isn’t going anywhere. Now what? There are a couple of options, both of which are not desirable but at least you have an opportunity to drink the wine. I was presented with this situation recently while at our friends’ home, Armen and Mary Ellen. Our hosts graciously invited Cathy and I as well as Joan and Rick for a dinner extravaganza of traditional antipasto, shrimp scampi and spaghetti with crab sauce. Everybody brought something to compliment the meal and my item was to provide the wine. So, the story begins......

Special Update: Quarterly Report

The Week on Wall Street

Defining a Recession

Henry Wadsworth Longfellow’s poem, “The Midnight Ride of Paul Revere,” retells the story of a patriot who shouts a harrowing warning to his fellow colonists, “A recession is coming! A recession is coming!”

The Markets - April 8, 2019


The first quarter of 2019 brought a welcome reversal.

Last year, Barron’s published a group of market strategists’ expectations for 2019 performance. The article came out in mid-December, before the steep year-end stock market decline. At that time, all of the strategists agreed: The S&P 500 Index would move higher during 2019.

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