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What Every Investor Needs to Know About 2014 Market Predictions

Happy New Year! And if you were invested properly in 2013, a prosperous New Year to you! 2013 was the best year for the S&P 500 since 1997, with total returns in excess of 32%. Wow. Just wow. We needed that. I truly hope you were able to capture some of those remarkable returns. It’s…

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Pioneer of Modern Finance, Professor Fama, Wins Nobel

Professor Fama’s work has shaped the investment philosophy that we, Family Wealth Consulting Group (the financial advisors behind the Healthy Wealthy Families blog), have been using with clients for more than 20 years. Since the early 1990’s, we are proud to have adopted an Efficient Markets approach to portfolio construction. Our clients’ results over the…

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The Guide to Choosing Assisted Living: For Caregivers and Loved Ones

              This post was written by Peggy Martin, MSFS, ChFC, CASL. Peggy is a financial advisor with The Family Wealth Consulting Group and a contributing author to this blog. Guide to Choosing Assisted Living for Your Loved Ones The PBS Frontline program “Life and Death in Assisted Living” (hyperlink:…

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Should I Invest My Cash Now?

“Hey, Ms. Advisor/Economist/Person I met at a party: Should I Invest My Cash Now??” Too often, I hear questions like: “I have some cash in my portfolio… do you think I should invest invest my cash now or wait for the market to come back down a little bit?” (Honey, if I knew that, I’d…

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Should I Convert to a Roth IRA?

Congress recently made it easier to convert to a Roth IRA than it ever has been, but is it really the lucrative opportunity everyone thinks it is?  Roths are popular because, unlike Traditional IRAs, distributions in retirement are tax-free. However, the ability to contribute to a Roth IRA has always been subject to fairly restrictive…

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Have You Already Received Sudden Money and Don’t Know It?

When I tell people I specialize in helping sudden money clients the most common response I hear is,  [laughing] “Great! I’ll call you when I win the lottery!” Most people think sudden money only occurs in factors of tens of millions of dollars and only comes by a stroke of luck. Actually, sudden money occurs…

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The Best Gift Cards: Holiday Gift Giving Tips

The holidays are upon us, and shopping for gifts for everyone on your list can be overwhelming–so it’s tempting to just send gift cards to those hard-to-buy-for loved ones. But, which gift card should you buy? Of course, stores and banks aren’t going to go through the trouble of putting value on plastic cards if…

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Happy Anniversary Black Monday – What’s Happened Since?

by Craig Martin, MSFS, CFP®, CLU, ChFC Today is my 67th birthday. True! But no, I didn’t think that momentous occasion had enough universal appeal to force you to read about it. Today is the Silver Anniversary of Black Monday: October 19, 1987, the day of the largest ever one-day stock market decline. To remind…

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Silicon Valley Gets a New Area Code

  For those of you located in Silicon Valley, we’ll be getting a new area code this November. In practical terms, though, what this means to you is–enjoy it while you can–only one more week of 7-digit dialing.   (As in, where you can pick up the phone and call your friendly neighborhood financial planner at 453-2220).…

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Life Insurance: Give the Gift of Care and Love to Your Family

By Peggy D. Martin, MSFS, ChFC, CASL, CLU   My financial services and life insurance career began 43 years ago at age 13 when my father was hired by Equitable Life to be on their sales team.  I assisted in mailings and obtaining contact information for possible prospects. I don’t remember the exact year in the…

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