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These 7 Charts Can Help You See What The Fed is Doing

These 7 Charts Can Help You See What The Fed is Doing

Since the Federal Reserve recently raised short term interest rates by .25%, there has been a lot of discussion on the impact that will have on the Domestic and International markets. Open this article and examine 7 charts that explains the decision making process of the Federal Reserve that brought the first rate hike since 2006.

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Giving from the heart—done smart

Giving from the heart—done smart

 Charitable giving can be a win-win for your charities and you.

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The Key to Getting People to Donate to Charities: Don’t Push It

Surprisingly, fundraisers may get more money by asking for a tentative pledge rather than a definite one.

By James Andreoni and Marta Serra-Garcia

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How to Give Big to a Small Charity

How to Give Big to a Small Charity

Large donors can make a real difference to a minor nonprofit, but also create real headaches.

By Anna Prior

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Better than Duct Tape

Better than Duct Tape

Does Your Retirement Plan have a Leak?

 Fix It by Using the Power Tools Available Online

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Investment Update December 2015

Investment Update  December 2015

November ended with slight declines for the month in target risk portfolios, but with healthy gains for the latest three month period, marking a recovery from the late summer and early fall correction.

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Why International Stocks

Why International Stocks

Take full advantage of the diversification and return potential of foreign stocks. 

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Great Ways to Give Investments to Kids

Great Ways to Give Investments to Kids

There are a growing number of investment options that make it simple and cost effective to give financial gifts to kids. Quite a few of these options are aimed at tech-savvy investors. 

 

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Featured

Why International Stocks

Why International Stocks

Take full advantage of the diversification and return of foreign stocks.  

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1681 Hits

Client Letter December 2015

Client Letter December 2015

Employment Data, the Truth behind the Headlines
Terror attacks and the Market 

November ended with slight declines for the month in target risk portfolios, but with healthy gains for the latest three month period, marking a recovery from the late summer and early fall correction.  

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Retirement Readiness: you've got to measure it to manage it

Retirement Readiness: you've got to measure it to manage it

At TWM we’re taking both a top down and a bottom up approach to the problem of retirement readiness. Our hope is that these combined approaches result in progress on the original mandate of 401(k) plans, and the ultimate goal of any retirement plan: retirement readiness through income replacement.

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PowerShares QQQ ETF

PowerShares QQQ ETF

PowerShares (QQQ) is one of the largest and most actively traded ETF’s in the United States. The main objective of the fund is to track the 100 largest, nonfinancial stocks in the cap-weighted Nasdaq-100 index. This being said, QQQ has a strong presence in the technology (55.02%) , consumer discretionary (19.5%) and biotech (15%) sectors, offering a level of diversification that is desired and essential in many portfolios. Take a look in closer detail to the fundamentals of the ETF by clicking here!    

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Online Enrollment in an instant

Online Enrollment in an instant

Have you enrolled in your 401(k) plan? 

...
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Retirement Savings -- Just 1% more can make a big difference

Retirement Savings -- Just 1% more can make a big difference

Increasing your savings by just 1% more now could mean living the retirement you want.

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How much should I be saving?

How much should I be saving?

Beginning with the first paycheck you received, you’ve likely been hearing a consistent message from family, friends and employers encouraging you to save for retirement.  While this is certainly invaluable guidance, it’s not clear to most how much should be saved to reach a goal of financial independence.  Are you on track for a successful retirement? 

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Investment Update November 2015

Investment Update November 2015

Shaken Not Stirred

James Bond usually gets roughed up pretty good as he goes about his missions, but invariably comes out golden in the end. And like 007’s infamous martini, global stocks markets were shaken in August and September, only to recover vigorously in October as the S&P had its best month since 2011 with an 8.4% return. 

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Kids Need Financial Role Models

Kids Need Financial Role Models

By Michelle Singletary, Washington Post

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Client Letter November 2015: Shaken Not Stirred

Client Letter November 2015: Shaken Not Stirred

James Bond usually gets roughed up pretty good as he goes about his missions, but invariably comes out golden in the end. And like 007’s infamous martini, global stocks markets were shaken in August and September, only to recover vigorously in October as the S&P had its best month since 2011 with an 8.4% return.

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1673 Hits

Nice Job Mr Gentile

Nice Job Mr Gentile

TWM News

Nice job, Mr. Gentile. Congrats to TWM’s Jordan Gentile who just passed his Series 65, the Uniform Investment Adviser Examination! His business card now reads Assistant Financial Adviser and, among his many duties, he will be serving as client account manager for our Legacy and Growth accounts.

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DFA Commodity Strategy Fund

DFA Commodity Strategy Fund

The DFA Commodity Strategy Institutional fund’s objective is to gain exposure to the broad commodity market, by investing in both domestic and international intermediate term, fixed income securities.

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For the 10-year period 2008 through 2017, a very wide dispersion in r...

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