Financial Matters

By Nancy Schultz

Additional Column Posts (1 - 20 of 35) Next Page

• What a difference a year makes

  By Nancy Schultz - Mar 14
  "How the Market Got Its Groove Back," read one headline. Others marked the one-year anniversary of this recession's apparent market low by wishing ...
  
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  Markets discount Fed move, close at new February highs

  By Nancy Schultz - Feb 28
  U.S. and European financial markets shrugged off an early case of the jitters over a surprise Federal Reserve move to hike its seldom-used ...
  

• Markets respond to upbeat economic growth numbers

  By Nancy L. Schultz - Nov 09
  - Investors, cheered by encouraging gross domestic product figures, drove market indices back toward their October highs Oct. 29. The Commerce ...
  

• Charmed third quarter spurs visions of new bull market

  By Nancy L. Schultz - Oct 11
  - The continuing uptick in the financial market averages during the third quarter of 2009 charmed those investors and analysts who expect a new bull ...
  

• Realistic withdrawal rate can determine retirement success

  By Nancy L. Schultz - Aug 12
  - Determining the rate at which to draw down your wealth can be among the more agonizing decisions facing anyone in or entering retirement. Even if ...
  

• Widows outnumber widowers four to one – planning for widowhood

  By Nancy Schultz - Jul 22
  - It is a cold fact that most married women will one day be widows – U.S. Census figures indicate that, on average, widows survive their spouses by ...
  

• Investment risks: lessons from the subprime ooze

  By Nancy Schultz - Jul 01
  - As the subprime crisis continues to take its toll on the world’s financial institutions – and those they were meant to serve – it’s worth pausing ...
  

• Structuring philanthropic goals

  By Nancy Schultz - Jun 17
  - When the economy is clearly in the doldrums, it’s not unusual for givers to think about scaling back their philanthropic contributions. At such ...
  

• Good habits promote success

  By Nancy L. Schultz - May 26
  - Analysts are constantly trying to find common threads that connect successful people, so it’s not unusual to find ongoing attempts to identify the ...
  

• Averaging methods could be a way back into the market

  By Nancy Schultz - Apr 30
  - Investors have every reason to be skittish about the current, uncertain markets. Some merely sit on the sidelines and wait for a definitive turn ...
  

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  Estate planning update

  By Nancy Schultz - Mar 08
  As you may know, the estate tax situation in 2010 has raised several important questions about the validity of some existing estate plans. At the ...
  
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  A day of thanks for good fortune

  By Nancy Schultz - Nov 22
  Thanksgiving Day traditions today bear only a passing resemblance to that original three-day harvest celebration at Plymouth Plantation in 1621. ...
  

• Roth IRA conversion could mean tax-free retirement income

  By Nancy L. Schultz - Oct 26
  - There can be advantages to holding your retirement funds in a Roth IRA instead of a traditional IRA. Your contributions (which must be made with ...
  

• A year after Lehman: rebuilding as the dust settles

  By Nancy Schultz - Sep 19
  - Possibly, only people heavily involved in the financial industry will recall Sept. 15, 2008, as the day investment banker Lehman Brothers filed ...
  

• Markets race ahead of modest economic outlook

  By Nancy L. Schultz - Aug 05
  - While economists debate whether U.S. and global economies are already in what all agree will be a slow recovery, investors have seized on sprinklin...
  

• Clever scams can snare unwary investor

  By Nancy Schultz - Jul 14
  - Investment scams used to – and sometimes still do – arrive in the mail or over the telephone, but these days the typical scam artist is likely to ...
  

• Setting a date with prudence

  By Nancy Schultz - Jun 24
  - It is clear that few American households subjected themselves to strict budgetary controls during the past few years, as free-spending consumers, ...
  

• Plan ahead for active, happy retirement years

  By Nancy Schultz - Jun 10
  - You may have excelled in planning a secure financial foundation for your ideal retirement, but you may still have some work to do if you haven’t ...
  

• Is it springtime for the financial markets?

  By Nancy Schultz - May 13
  - If good news follows bad -- the definition of what happens in economic recoveries -- investors may take solace in the particularly dreary gross ...
  

• Reconcile your goals for a mutually pleasing retirement ...

  By Nancy Schultz - Apr 08
  - While many know exactly how to spend their working years, their plans for retirement can be vague and unformed. For the sake of retirement ...