Insights & News

  • December 11, 2012

    First-Time Home Buyers Missing Out on Housing Recovery

    By David Francis, US News & World Report’s US News & World Report | December 10, 2012   Tougher lending standards squeeze out potential borrowers As the housing market continues to show improved signs...

  • December 10, 2012

    Refinancing near retirement can be smart

    By Amy Hoak, MarketWatch Marketwatch | December 10, 2012   CHICAGO (MarketWatch)—Tempting low interest rates continue to make headlines, making refinancing your mortgage look attractive. But when retirement isn’t far off, the decision to...

  • November 27, 2012

    To buy or re-fi: Is now the time?

    by Kathryn Tuggle, Personal Finance Editor Dimespring | November 21, 2012   Interest rates may be at record lows, but that doesn’t mean you should pull the trigger on a major purchase before you’re...

  • September 26, 2012

    Caterpillar, Apple push Wall Street lower

    By Caroline Valetkevitch NEW YORK | Tue Sep 25, 2012 5:22pm EDT   NEW YORK (Reuters) – The S&P 500 suffered its worst day since June on Tuesday, pulled lower by Caterpillar Inc (CAT.N)...

  • September 20, 2012

    Brawling Politicians: Bad for Your Portfolio?

    By Richard Satran           September 7, 2012 The love fest of the political convention season ended almost as soon as it began, when the first prime-time speaker, House Speaker John Boehner, set a Republican agenda...

  • June 7, 2012

    How to play it: Options trades ahead of the Greek elections

    By Doris Frankel and David K. Randall NEW YORK | Wed Jun 6, 2012 3:39pm EDT (Reuters) – Greece may once again determine the direction of global markets. Money managers and analysts are looking ahead...

  • barronstop June 4, 2012

    Barron’s Top 100

    View the full article here.   Barron’s The Top 100 Independent Financial Advisers (2008) and The Top 100 Women Financial Advisors (2009, 2010, 2012,)  (“Barron’s award) recognized Erin Botsford based on assets under management,...

  • April 18, 2012

    For stocks, deja vu all over again?

    Reuters By David K. Randall NEW YORK | Tue Apr 17, 2012 1:13pm EDT (Reuters) – Market history may be repeating itself. Through Monday, the Standard & Poor’s 500 stock index was up 9.0...

  • March 30, 2012

    No sure thing, but these strategies offer healthy yields

    InvestmentNews By Jeff Benjamin March 25, 2012 6:01 am ET Finding income at a time when all the usual suspects are offering next to nothing in the way of yield requires both creativity and...

  • February 14, 2012

    Tyler Vernon: Relentless Service

    By Kathleen Biggins GENIUS COUNTRY  Tyler Vernon watched both planes fly into the World Trade Center on 9/11, one from his office at Merrill Lynch, and one as he was fleeing Manhattan.   Like many New...

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