Energy Efficiency and Renewable Energy Tax Credits
For me, one of the neatest things about living in the Avent West community has been observing the transformation of homes through remodel, refurbishment and even reconstruction. In fact, the…
How We See It
Motivation for Financial Fitness
Finding the motivation to save can be just as difficult as motivating yourself to diet and exercise. In both cases you know the outcome will be worthwhile — financial security and better health. However, taking the steps to get there is easier said than done.
“Cash for Clunkers” is Not So Straight-Forward
On July 27th, people in the market for a new car can qualify for the “Cash for Clunkers” program otherwise known as the Car Allowance Rebate System (CARS).
RMDs Can Lead to Tax Planning Opportunites
Distributions from your retirement accounts are not required by the IRS for 2009 but does that mean that they aren’t necessary? For those who have other sources of cash flow, this waiver does present opportunities for tax planning purposes.
Thinking Outside the 529 Box
Naturally parents want to provide the best for their children. For many parents today this means paying for them to earn a college degree. This is an admirable goal, and one that their children will greatly appreciate when they graduate free from student loan debt. But what does saving for the ever-rising cost of college tuition mean for their other lifestyle goals?
Current Crisis Predicted in 1986
Hyman Minsky was an economist who developed a theory about financial markets that seems to nearly perfectly describe the path of this crisis.
Financial market insight from your mutual fund managers
One of our primary jobs is assessing mutual fund managers to look for those who can provide good results. Given the current onslaught of news and opinions on the economy and the markets, we thought it would be helpful for you to hear from a few of your funds’ managers.
Financial Security Plan
When there is snow on the ground, you can’t see the bulbs that will bloom in the spring. But you’ve seen the flowers before and know that they will bloom again.
Winter 2009 – How We See It
While 2008 began with falling home prices, rising energy costs and unemployment, few could have predicted the severity of the financial crisis that would unfold as a result of the over-investment in housing and creative financing that took place over the last several years.
Banking Mortgage Mess and Financial Crisis
We are in the midst of the worst crisis of confidence in our financial system since the 1930s. In a very real sense, currency is based upon trust between people, so this means that we are not trusting each other. The fault and blame is clearly not limited to any one group.
Download our 5 Questions to Ask Your Financial Advisor eBook
We break down some of the most important questions we are asked on a regular basis.