Compromise on Taxes?
Deal Nearly Completed You’ve no doubt heard stories this week that the Obama Administration and Republican leaders have negotiated an end-of-year tax deal which will, among other things, extend the…
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You, Too, Can Balance the Federal Budget
Be Your Own Congressman Want to have a little mindless fun? Try balancing the federal budget in ten minutes or less. Believe it or not, you can actually do this…
The Information Risk Premium: Danger and Opportunity
When you step back and look at the investment landscape, it is sometimes helpful to ask yourself if anything really IS different this time; to try to determine what has…
The Influence of Politics on Your Portfolio
Separate Politics and Investing When it comes to investing, emotions are probably the single biggest obstacle to success for most investors. Since strong emotions often accompany politics, we feel it’s…
Avoiding Scams
We work hard to build wealth for our clients while fostering an honest and open stream of communication about their financial situations. As a result, it is upsetting to us when we see deceptive marketing practices to sell investment products or promote undesirable lending practices.
One Man’s View on The State of the Economy
The question on the mind of many investors has to be: where is the U.S. and world economy headed? Are we moving toward a double-dip recession, or is the economy…
Changing the Definition of “Wealthy”
Historically, most people have not had to consider the problem of owing Federal estate taxes at their death. With little or no estate planning, most property you own at death…
Stretching For Yield
In today’s economic environment, safety is at a premium but bank account rates remain at historical lows. This is persuading many investors to look for higher yields with their safe money. …
Thinking About Investing
Have you ever felt anxious about your investment portfolio? Who hasn’t? A recent presentation at one of our professional conferences pointed out that five out of every six years will…
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