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2018 First Quarter Market Summary

By Jon Aldrich It has been a long time coming, but for the first time in nine calendar quarters, most of the major stock and bond indexes were down. So far we have only seen modest declines for the year but it does remind us that yes, markets can and do go down from time…

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Beware, The Ides of March

By Jon Aldrich The Death of Caesar (1798) by Vincenzo Camuccini We are probably all familiar with the famous quote “Beware the Ides of March” from Shakespeare’s tragedy of 1599 Julius Caesar . It was a warning that a soothsayer gives to the Roman Leader, Julius Caesar, to let him know that his life is in peril, and he…

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The Equifax Data Breach.

BLOG, PERSONAL FINANCE  |  12 Sep 2017

The Equifax Data Breach.  OK, Now What Do I Do? By Jon Aldrich (AP Photo/Mike Stewart, File) The world is really a dangerous place and just seems to get more so all the time. As I write this on September 11th, and reflect on that awful day that none of us will ever forget, it…

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Help! The IRS is Calling to Arrest Me.

BLOG, PERSONAL FINANCE  |  25 Aug 2017

By Jon Aldrich  Image Courtesy of www.fox13now.com I would venture a guess that I probably get about 6 or 7 robocalls a day on my cell phone from telemarketers or scammers. I have either won a “free” vacation, or they are trying to sell me doors and windows, or I am eligible for a loan…

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Interest Rates are Up, Are Bonds in Trouble?

Why Bond Investors Shouldn’t Panic by Jon Aldrich Two events occurred in the last quarter of 2016 that many thought may never happen. The first was the Chicago Cubs winning the World Series and the second was, after many years of ultra-low rates, interest rates finally started rising. Since Donald Trump was elected, back in…

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Have You Checked Your Credit Recently?

BLOG, PERSONAL FINANCE  |  4 Mar 2016

By Jon Aldrich Almost daily we hear reports of hackers stealing personal information either from large data breaches at places like Target or Home Depot or via e-mail scams and even with old fashioned phone calls to unsuspecting victims with someone claiming to be from the IRS demanding money or credit card information. More recently,…

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The Importance of a Home Inventory

BLOG, PERSONAL FINANCE  |  11 Jun 2015

(and adequate insurance coverage) I had just finished up a great round of golf at the Phoenician Resort in Scottsdale in April, when my phone started tweeting about Tornado Warnings. Since it was 87 and sunny where I was, I had to do a double take, but then realized they were for back home in…

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MyRA – Is It Anything To Be Excited About?

BLOG, PERSONAL FINANCE  |  27 Feb 2014

If you watched President Obama’s State of the Union address on January 28th, you may have heard him mention a new type of “starter” retirement savings account, to be known as a MyRA ( rhymes with Tyra, Kyra, Lyra and even Elvira). The President said he was going to bypass Congress and institute the MyRA…

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Peer to Peer (P2P) Lending

BLOG, PERSONAL FINANCE  |  20 Sep 2013

Peer to Peer (P2P) Lending A possible alternative to Banks Lara Miller began showcasing her original fashion designs as a student of the Art Institute of Chicago. Six short years, a landslide of favorable press and 17 retail outlets later, the Lara Miller brand needed an influx of cash to keep up with demand and…

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TAPER, TAPER, TOIL & TROUBLE

Not to be confused with a tapir, which is a large browsing mammal similar in shape to a pig that roams the jungles of South America and Southeast Asia. The word taper or tapering has received a whole lot of attention lately after Ben Bernanke announced at the latest Federal Open Market Committee (FOMC) meeting…

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