The U.S. stock market just had a terrific first quarter. The S&P 500 index was up 10.0% over the past three months. My client portfolios were not up that much because they also own many other investment asset classes that didn’t advance nearly as much. For example, the bond market was flat for the quarter, [...]

Stock Market Roars Up – Use Logic Rather Than Emotion

Dow Hits All-Time Record – Looking Backward and Forward
The Dow Jones Industrial Average (Dow) closed just above its peak 5 ½ years ago, but as you will see below much has changed over that time. The Last Time The Dow Was Here (Oct. 2007) vs. Today: Dow Jones Industrial Average: Then 14164.5; Now 14253 Regular Gas Price: Then $2.75; Now $3.73 GDP [...]

5 Big Financial Planning Mistakes – COST YOU A BUNDLE
Avoiding life’s big financial planning mistakes is not hard if you plan well. Financial planning, however, takes a backseat to day-to-day living for many people and this is where the potential problems creep in. Here is a list of five key planning issues that everyone should address: 1. Not Enough Liquid Savings Having plenty [...]

MERRY CLIFF MESS – Republican Plan B Cancelled
Fiscal Cliff – Republican’s Punt to the Democrats House Speaker Boehner called off a vote on a Bill that would have maintained most of the current tax rates (except for $1 million wage earners). Apparently, it may not have had enough votes to pass. Fiscally conservative House members are not planning to vote for a [...]

Post Election Economic and Investment Outlook
Well the first several days after the election has seen the stock market drop by five percent, leaving those that follow our nation’s fiscal situation feeling uneasy. I feel the same way as I have been yelling from the tallest tower (or at least my weekly blog) that our government spending is out of control [...]
About Fortune Financial Group

Brad Rosley, CFP® and Ann Gunst, CFP®/CPA help their clients bridge the gap between financial success and living a life of fulfillment!
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Bond Prices at Nose-Bleed Levels – Public Jumps in With Both Feet
May 14, 2013
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Obamacare – Pass on Insurance? – Train Wreck Coming May 1, 2013
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Why CFP® Certification Matters
April 24, 2013
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Assault on Gold
April 17, 2013
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SUMMER INTERNSHIP SEACH 2013!
April 16, 2013
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Romney Wins – Then What?
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Parenting – Should I Share This Story About a Recovering Drug Addict With My Teenager?
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Use Life Insurance for Long Term Care (if needed)
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Post Election Economic and Investment Outlook
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Do the Math – Big Ten Schools
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insurance handbook for the medical office 11th edition workbook: Awesome things here. I am very happy to see your a...
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Brad Rosley: If someone were diagnosed with a bad (expensive to...
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mike jachec: The problem with not getting insurance is that if ...
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Brad Rosley: I'm not a CPAa, but I would guess the answer woul...
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Mel: "If your business is incorporated, you can deduct...







