Tag Archives | Financial services

14 trillion

The U.S. Debt Limit – Questions and Answers

  The U.S. Debt Limit: Questions and Answers… Because discussions in Washington are evolving day by day, this article focuses on the background and importance of the debt ceiling rather than attempting to discuss the ramifications of your portfolio. As August 2 approaches, you’ll likely hear increasingly urgent debate over the nation’s debt ceiling. That’s the […]

Continue Reading
Risk

Using Alternative Investments to Minimize Left Tail Risk / Black Swan Event

In June of this year I had the pleasure of attending an investment conference, where such illustrious speakers as former President George W. Bush, former British Prime Minister Gordon Brown, and Bill Bellichick, Head Coach of the New England Patriots, shared their worldviews. Financial professionals from across the industry also shared their views and ideas, […]

Continue Reading
options

Covered Call Options: Simply Understood

Have you accumulated a significant position in a single company’s stock, either through your employer or a major investment? Have you been considering ways to diversify your holdings away from one of your big winners? Are you seeking to retire soon and looking to reallocate large equity positions in your retirement or other brokerage accounts? […]

Continue Reading
Health Insurance Reform

Summarization of the Health Insurance Reforms Scheduled to Take Effect in 2011

Summarization of the Health Insurance Reforms Scheduled to Take Effect in 2011 The Patient Protection and Affordable Care Act (PPACA), signed into law in 2010, makes significant changes to our health care delivery system. Some of these reforms took effect in 2010 while many others take place in 2011. The following is a brief description […]

Continue Reading
Uncle Sam

The New Estate Tax Rules: Your Plan for 2011

Congress approved a new Estate Tax law last Thursday, December 17 2010 after nearly a year of speculation about its future. The new rules provide for a $5 million dollar exemption with a top tax-rate of 35%. This is obviously a far cry from the $1 million dollar exemption and 55% maximum rate originally scheduled […]

Continue Reading