Archive | February, 2013
Sequestration

Understanding “Sequestration”

Wondering what “Sequestration” means? Read all about it here:  Understanding Sequestration  

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Homerun Hitter

Home Run Hitter

When was the last time you hit a home run?  Welcome to the first in a series on market basics. Many of you know I’m more of a football fan than a baseball fan. However spring is in the air so I couldn’t help but be drawn to a baseball analogy to illustrate a timely […]

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financially fit 2

Get $ Fit Challenge – February

  At Preferred Financial Strategies we are challenging our clients to think about little ways they can improve their financial fitness. We are calling it the: “Get $ Fit Challenge” Each month we will ask our clients, our listeners and our readers to respond to a simple challenge that will help them become more financially […]

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Cheap Energy

The Boom Ahead – 5 Trends to Watch

It’s 2013 so what’s next for your portfolio? At Preferred Financial Strategies it’s that time of year where we are getting courted by every money manager out there, or so it seems. As part of our due diligence process we are constantly researching, listening and exploring.   Whether it’s the investment wholesaler, the Wall Street big wig […]

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2013

2013 Numbers You Should Know

 Numbers You Should Know Change – The one constant we can count on! Getting ready to do your taxes … wondering what the rules are? Below are document links itemizing key numbers for tax year 2013. The government has given us a $500 raise for allowable IRA contributions for 2013. Have you funded your IRA yet? […]

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Everyone's a winner

Everyone’s a Winner

Meet the Millennials Step aside baby boomers and make room for the millennials. Sorry to disappoint, but you are not the only game in town anymore.  Now “everyone’s a winner!”   For the longest time we have been hearing a great deal about the impact of the baby boomer generation and their potential to transform […]

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