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