Latest News and Research

2011 Forecast Invitation

LaCentre, Westlake

Thursday, January 27, 2011


The 20 Richest People of All Time

 

Who were the wealthiest people EVER? Read on to find out more… The 20 Richest People Of All Time


The Discipline Financial Show

 

We are excited to be broadcasting each Sunday at 10:00AM with talk about money, finances, news, tips, and strategies. Discipline Financial


Buy Not Hold Discipline

 

Does asset allocation still work? Is there a better way? Do Fundamentals matter? Buy and Hold generally is a good strategy when markets are going up, but it can be painful to “hold” when the markets are going down. Buy Not Hold Discipline


Bush Tax Cuts

 

Will the Bush-Era Tax Cuts be saved? There is much to consider. This will, most likely, become one of the hottest issues on Capitol Hill and across the country as we get closer to November. Bush Tax Cuts


Oil Spill

 

In the wake of the environmental disaster in the Gulf, some firms are making email solicitations to investors touting their role in the clean-up effort – and touting their stocks. Oil Spill


Tax Rich

 

In 2013, wealthy Americans will pay extra Medicare taxes. Congress, President Obama and the IRS are putting a surcharge on the wealthy to help fund the health care reforms. Tax Rich


5 Critical Areas of Financial Planning

 

Your financial plan should be comprehensive and address all the five critical planning issues. 5 Critical Areas of Financial Planning


Tax Breaks 2009

 

Don't forget these 2009 tax breaks! Plan to exploit them before they expire. From car sales tax to teacher deductions. Tax Breaks 2009


Roth Conversion 2010

 

Roth IRA conversions for 2010. A unique opportunity for IRA owners. Anyone may convert a traditional IRA to a Roth IRA with no income limits. Should you do it? Why or why not? Roth Conversions 2010