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Household Income:  What's going on?

1/10/2015

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U.S. household income has a long way to get back to 1999 levels.

http://fivethirtyeight.com/features/the-american-middle-class-hasnt-gotten-a-raise-in-15-years/


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New Year:  Review financial plan

1/2/2015

 
The 2014 year-ending performances of the major indices are presented below:
  • Nasdaq Composite  +13.4%
  • S&P 500  +11.4%
  • Dow Jones Industrial Average  +7.5%
  • Russell 2000  +3.6%
Did your portfolio perform as well the benchmark index, the S&P 500?  Now is the time to review the asset allocations of your 401(k), IRA, Roth IRA, or independent portfolio and review your financial plan.

Time to check the YTD return on your retirement account

11/14/2014

 
The third quarter ended on September 30th with the YTD total return for the S&P 500 at 8.34%.

By now, your retirement account custodian should have published the quarterly report for your account.  Did your portfolio perform equal to or better than the S&P 500?

Welcome to Rubicon's Financial Blog

10/28/2014

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GOALS

We will discuss financial topics ranging from debt reduction to increasing wealth.
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