IRA Conversion Rule Changes & 401(k) Review Reminder
Dear Friends and Family, “Patriotism is not short, frenzied outbursts of emotion, but the tranquil and steady dedication of a lifetime.” – Adlai Stevenson. Happy 4th of July! This summer,…
POA Essentials, Tax Losses & Credit Card Reform
Dear Friends and Family, Summer is here at last! We hope it's filled with rest, family, and fun. Join us at one of our June seminars—guests are welcome. Please call…
Merger Commentary, Market Lessons & Sleep Advice
Dear Friends and Family, This month we’re sharing thoughts on mergers and acquisitions. There are three main reasons for these deals: Personal incentives: Executives receive higher pay, bonuses, and immediate…
Tax Deadlines, Dividend Elections & SEC Updates
Dear Friends and Family, Some good news: the SEC will meet April 8th to consider whether to reinstate short sale price test rules, including the uptick rule—originally adopted after the…
Spring Benefits & Stimulus Highlights
Dear Friends and Family, Spring arrives March 20th, and personally, I cannot wait for a little sunshine, flowers, renewal, and rejuvenation in so many ways. The news has been dominated…
Relief Proposals, Bill Pay, and Budgeting Tips
Dear Friends and Family, The events of this past month have proven beyond any doubt to be historic. The new administration is working quickly to improve economic conditions. Key efforts…
2009 Outlook & Retirement Changes
Dear Friends & Family, Happy New Year! What a year it has been. Everything from oil prices, world credit markets, housing, and the stock market took a turn for the…
Year-End Strategy and Tax Moves
Happy Holidays to our Friends and Family! It is hard to believe how quickly this year has come and gone, how our history has been rewritten, and how many crises…
Crisis & Clarity
Dear Friends & Family, “No matter how dark things seem to be or actually are, raise your sights and see the possibilities always see them, for they are always there.” —…
Navigating the 2008 Crisis: What You Need to Know
Dear Friends and Family, Our physical landscape is changing with the season, and so has our financial landscape. It looks vastly different than it did at the time of our…
Market Update & Housing Relief Overview
Dear Friends and Family, Welcome back to school and to the changing of the seasons! Fall is in the air, and the leaves are changing colors. The credit crisis continues…
Staying Invested Through the Headlines
Dear Friends and Family, “There are two times in a man’s life when he should not speculate: when he can’t afford it and when he can.” — Mark Twain One of…