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FOCUS: The Power of Goal Achievement - Part 3 of 4 (09-17-2007)
  September17, 2007 - CFO FOCUS - By Mark Riesenberg

Now that the first two habits of Mark Riesenberg Coaching Systems are in place: the habits of writing down your monthly goals and daily priorities, lets move onto the two systems, the first one being . . . The Whine Press . . . Full Article

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FOCUS: THE TOP 10 REASONS NOT TO PLAN FOR RETIREMENT (09-15-2007)
September 15, 2007 - CFO FOCUS - By J. Michael Stolp

You probably read or hear about some "Top Ten" list nearly every day. But take a moment to read this one. This list is different, and probably not the kind of list youd expect a Financial Advisor to write . . . Full Article

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CFO Weekly Economic Update September 10, 2007 (09-10-2007)
September 10, 2007 - By John C. Herman CFP

First net job loss in four years. The U.S. economy lost 4,000 jobs in August, news that surprised analysts and sent stocks plunging and treasuries soaring. Economists polled had expected payrolls to swell by 110,000 jobs last month. The first such decline since August 2003 puts more pressure on the Federal Reserve to cut interest rates. "Clearly the economy is struggling, and this is the kind of evidence that really makes a strong case for a Fed easing move," ClearView Economics president Ken Mayland observed. The new Labor Department data also showed unemployment flat for August (4.6%) and wages up 0.3% . . . Full Article

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FOCUS: The New Volatility (09-10-2007)
September 10, 2007 - Weekly Financial Article - By Jeffrey J. Taxman

Remember when you would turn on the news and the Dow Jones Industrial Average would be up 30 points or down 20 points for the day? Remember those placid times? You may be wondering where they went. Well, we might not see them for weeks . or even months . as Wall Street tries to maintain equilibrium in one of the more chaotic financial summers in recent history. Here are some reasons why triple]digit ascents and descents are so common these days . . . Full Article

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CFO Monthly Economic Update September, 2007 (09-07-2007)
September 3, 2007 - By John C. Herman CFP

The month in brief. Thanks to the Federal Reserves intervention, August was not as bad as it could have been. Believe it or not, after all the ups and downs, it was practically a flat month. On the morning of August 1st, the Dow opened at 13,472.84, and it closed August 31st at 13,357.74. But in the interim, the markets endured all kinds of financial dramas . . . Full Article

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CFO Weekly Economic Update September 3, 2007 (09-03-2007)
September 3, 2007 - By John C. Herman CFP

Bernanke & Bush speak, stocks gain. Federal Reserve Chairman Ben Bernanke said Friday that the Fed "would act as needed to limit the adverse effects on the broader economy that may arise from the disruptions in financial markets." Analysts saw his remark as a signal for an interest rate cut. Also Friday, President Bush said he would let the Federal Housing Administration guarantee loans for delinquent borrowers, and let homeowners with subprime loans refinance through a new program, FHA Secure. "The governments got a role to play," he noted, adding that "its not the governments job to bail out speculators." The big indexes posted gains before and after these remarks; the Dow gained 119 points on the day . . . Full Article

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FOCUS: FINRA, SIPC, SEC, FDIC Explained (09-03-2007)
September 3, 2007 - Weekly Financial Article - By Jeffrey J. Taxman

FINRA SEC SIPC FDIC NASD if youve ever saved or invested, youve probably noticed these little acronyms. But what do they stand for? Heres a brief explanation of what these entities do and why they matter to the individual investor . . . Full Article

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CFO Weekly Economic Update August 27, 2007 (08-27-2007)
August 27, 2007 - By John C. Herman CFP

Fed lifts lending limits for 2 banks. On late Friday afternoon, the Federal Reserve revealed a Monday decision to momentarily exempt Citigroup and Bank of America from rules technically restricting the amount of lending to their brokerage affiliates, Citigroup Global Markets and Banc of America Securities. Documents posted on the Fedfs website Friday noted that both banks had requested the exemptions in order to provide added liquidity to holders of mortgage loans and mortgage]backed securities. The Fed says it acted in the public interest, seeking to help the banks conduct business in "the most rapid and cost-effective manner possible." . . . Full Article

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FOCUS: Keeping Beneficiaries Up to Date (08-27-2007)
August 27, 2007 - Weekly Financial Article - By Jeffrey J. Taxman

When you open an IRA or 401(k), when you implement a will or trust or insurance policy, you name beneficiaries. But naming your heirs is just a first step. Youve got to review beneficiary status periodically. Here are some examples of why this is a good idea . . . Full Article

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FOCUS: Dont Panic. Stay the Course. (08-21-2007)
August 21, 2007 - CFO FOCUS - By J. Michael Stolp

Its no secret that the stock market has been exceedingly volatile lately. You may be wondering how this volatility could affect you. Should you sell? Buy? Worry? Wait? The best advice I can give you right now is this dont panic. Hasty, speculative decisions arent advisable in any market. While I am not able to predict the future, I am able to look back carefully at the history of Wall Street and judging by that history, I expect the market is likely to rebound as it has so often in the past . . . Full Article

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