Category: Finance
Market Analysis Video – December 2012
Happy New Year! December wrapped up the year positively for global equities. The S&P 500 Index rose 0.9% during the ...
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New Year’s Financial Resolutions
Happy 2013! As you are likely contemplating a host of New Year’s resolutions, we thought we might suggest a few ...
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‘Tis the Season to Be Giving!
In the midst of the holiday rush, opportunities and impulses arise that lead to charitable giving. Whether it’s making a ...
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Last-Minute Investment Tax Tips for 2012 (#4 in a four-part series)Roth Conversions
In 2010 the law regarding Roth Conversions changed. Since then anyone, regardless of income, can convert their Traditional IRA to ...
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Last-Minute Investment Tax Tips for 2012 (#3 in a four-part series)Stock Donations
Because this is the season of giving, you may be considering making a charitable donation to your favorite organization or ...
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Market Analysis Video – November 2012
Admittedly, it is occasionally difficult to concoct content for this monthly missive. During some months, nothing of much consequence occurs; ...
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Last-Minute Investment Tax Tips for 2012 (#2 in a four-part series)Tax-Loss Harvesting
Like many investors this time of year, you may be looking to rid yourself of the losers in your portfolio ...
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Last-Minute Investment Tax Tips for 2012 (#1 in a four-part series)Capital Gains Tax Sale: Good Deal or Bad Deal?
Coming off the heels of Black Friday and Cyber Monday, you probably witnessed some extraordinary sales and deals in the ...
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The Search for Income and Yield
In response to the financial collapse of 2008, the U.S. Federal Reserve Bank (The Fed) dropped interest rates to almost ...
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