This past year saw much news and change in the world. From Hurricane Sandy to the Presidential election, the Olympics to the horrifying school shooting in Connecticut, we can only describe 2012 as an eventful year filled with ups and downs. The markets reflected this, swinging throughout the year before ending on a positive note, [...]
There is a lot of talk in the financial news about the coming “fiscal cliff” and its potential ramifications for investing, financial planning, tax planning, and estate planning. While there is a lot of speculation about what might happen in the coming weeks and how to plan ahead, investors still face an enormous amount of [...]
The Tax Landscape: Countdown to 2013 as Fiscal Cliff Looms In December 2010, Congress extended the so-called Bush-era tax cuts. However, for investors, the legislation may have been a stay of execution rather than a full pardon. As of January 1, 2013, federal tax rates on income, qualifying dividends, and capital gains (among other provisions) are [...]
NY Daily News Money Pros Column I was recently asked to provide advice for the New York Daily News Money Pros column, and I felt that the topic was so important that it would be great to share it with you too. Inheriting an IRA can be confusing to even the savviest investor and the implications [...]
Things to Consider When Buying a Home Are you, a friend or family member in the market for a new home? Especially for first-time home-buyers, the process of deciding how much home you can afford and obtaining a mortgage can be a bit daunting. Read on for detailed information and important tips about the home-buying [...]
Europe & the Summer of Uncertainty It’s no secret that what’s happening in Europe is driving financial markets worldwide. Even if you have a sound asset allocation strategy and a well-diversified portfolio, it’s hard to ignore the fact that this summer seems to have the potential for turbulence. Markets dislike uncertainty, and at this point [...]
Many parents and graduating seniors are making college decisions at this time of year, and a key part of the discussion often involves finances. Whether you’re thinking about payment and cost-savings strategies for your new college freshman or pondering the different savings options for a younger child, this article will give you some unique strategies [...]
As we slowly work our way out of this historic recession, it’s a good time to take a step back and think about where we might be headed and what it could mean for the fixed income holdings in your portfolio.
In December of 2008, the Federal Reserve dropped interest rates to record lows and began several programs intended to help the economy through the recession.1 Now that the economy seems to be stabilizing, the Fed is looking to unwind these activities over time by tightening the availability of credit and increasing the target interest rate.
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