With the approaching April 17th contribution deadline looming, we thought it would be a good time to remind you of the 2011 and 2012 contribution limits for IRAs and the more common defined contribution retirement plans. We have summarized these… Read More
Roth IRAs allow for annual non-deductible IRA contributions which grow tax-free and there are never any required distributions as with a tax deductible IRA. This makes Roth IRAs a very appealing savings option for those who are looking for additional… Read More
Here is a thoughtful, objective, and comprehensive analysis of U.S. tax policy from Howard Marks at Oaktree Capital. It is worth a read to begin to understand the issues involved. Click here to read the full text.
Each year, we assess our clients’ taxable gains for the year and review each of their portfolios to determine if there are securities that could be sold to recognize tax losses. By selling loss positions and recognizing the loss, an… Read More
As we do each year and with a spirit of Thanksgiving, we would like to thank all of our clients and friends for their confidence and support over the past many years. While we remain focused on our business and… Read More
Edward P. Lazear, in a recent Wall Street Journal article suggested that there are two theories at large which describe the current concern for European Economies. The more prominent description is the “domino” theory, suggesting that if Greece fails, then… Read More
Read our Fall 2011 newsletter - On the Horizon.
The Political Battlefield
After the pitched battle to raise the debt limit ceiling and the follow on downgrading of U.S. Government debt by Standard and Poors, it is no wonder that August brought such volatile markets. Our chattering political class… Read More
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Interesting post on “Endowment Investing”
Should you follow a simple investment strategy with basic blocking and tackling or should you subscribe to the concept of “endowment investing” followed by large institutions? Whatever you do, favor fundamentals over fads. See this Read More