Weekly Commentary

  • Motivational Quote of the Week

    "Success is often the result of taking a misstep in the right direction."Al Bernstein...

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  • Real-Life Situations

    Questions: My Net Worth is in excess of $1,400,000 and my wife and I own most of our property in joint name.   I understand the estate tax law permits...

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  • "Your Financial Choices" on WDIY 88.1 FM

    Hosted by Valley National's Laurie Siebert, CPA, CFP, "Your Financial Choices" airs every Wednesday from 6-7 PM on WDIY 88.1 FM. Click below for information on this week's episode!Your Financial...

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  • Personal Notes

    My boyhood home in the wilds of Western PA lies a few miles from Punxsutawney- a place that draws the media’s attention one day each year – this Thursday, on...

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  • The Economy

    Last week the number of POSITIVE developments exceeded NEGATIVE developments -barely. Below is a succinct list of last week’s events:Positives:1) Italian and Spanish bond yields continue lower, 10 yr in Italy below...

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  • The Markets This Week

    The major U.S. indexes finished mixed, but little changed last week, unable to hang on to gains that came Wednesday after the Fed said U.S. interest rates would remain low...

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  • The Numbers

    Last week, U.S. Stocks, Foreign Stocks and Bonds all increased. During the last 12 months, BONDS outperformed STOCKS.    Returns through 1-27-2012 ...

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  • ACTION PLAN (REPEATED FROM PRIOR COMMENTARY) HOWEVER SCENARIO ONE IS UPDATED

    The future holds many possible scenarios for the European crisis.  At the time of this writing on Sunday evening, the Greek government bond holders have failed to agree to terms...

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  • Motivational Quote of the Week

    "There is no future in the past, so make the future and live the present."Author Unknown...

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  • Real-Life Situations

    Question:   My granddaughter, age 21, is graduating from college this spring and will start to work shortly thereafter.  What would be a great gift for her? Answer:   Consider putting money into a Roth...

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