4th Quarter Market Review

Quarterly Market Reviews | Posted by highlandsw
Feb 05 2013

The Highlands Wealth Advisors Q4 2012 Quarterly Market Review is available by clicking on the link below:

HWA – Q4 2012 QMR

End of the 4th Quarter

Highlands Wealth Advisors Updates | Posted by highlandsw
Jan 10 2013

Major market indices end the year in positive territory.  Clients of Highlands Wealth Advisors can expect their Quarterly Review packages to be mailed out in mid-January.

3rd Quarter Market Review

Quarterly Market Reviews | Posted by highlandsw
Nov 15 2012

The Highlands Wealth Advisors Q3 2012 Quarterly Market Review is available by clicking on the link below:

HWA – Q3 2012 QMR

End of the 3rd Quarter

Highlands Wealth Advisors Updates | Posted by highlandsw
Sep 28 2012

A generally positive 3rd quarter in the financial markets has wrapped up.  Clients of Highlands Wealth Advisors can expect their Quarterly Review packages to be
mailed out in mid-October.

2nd Quarter Market Review

Quarterly Market Reviews | Posted by highlandsw
Aug 30 2012

The Highlands Wealth Advisors Q2 2012 Quarterly Market Review is available by clicking on the link below:

HWA – Q2 2012 QMR

End of the 2nd Quarter

Highlands Wealth Advisors Updates | Posted by highlandsw
Jul 09 2012

A rocky 2nd quarter in the financial markets has drawn to a close.  Clients of Highlands Wealth Advisors can expect their Quarterly Review packages to be mailed out in mid-July.

 

WSJ: Brokers Raise Fees, but Not for Investors: Why You Should Care

Articles | Posted by highlandsw
Jun 14 2012

Excellent Wall Street Journal article showcasing the conflict of interest exhibited by some brokerage firms.  As a fiduciary, fee-only adviser, our clients’ interests always come first:

http://online.wsj.com/article/SB10001424052702303816504577313621443373012.html?mod=ITP_moneyandinvesting_1

WSJ: How to Time Social Security

Articles | Posted by highlandsw
May 25 2012

An extremely helpful and succinct guide from the Wall Street Journal outlines the pros and cons of when to take your Social Security benefits:

http://online.wsj.com/article/SB10001424052702303863404577283922283452772.html?mod=ITP_businessandfinance_5

1st Quarter Market Review

Quarterly Market Reviews | Posted by highlandsw
Apr 30 2012

The Highlands Wealth Advisors Q1 2012 Quarterly Market Review is available by clicking on the link below:

HWA – Q1 2012 QMR

Vanguard: Impatient today, broke tomorrow?

Articles | Posted by highlandsw
Apr 06 2012

Interesting article by Vanguard examining some academic studies of people’s savings habits and how they apply to retirement planning.  Worth the quick read:

https://retirementplans.vanguard.com/VGApp/pe/pubnews/ImpatientInvestors.jsf?SelectedSegment=BuildingWealth