Minimizing Taxes

As the year comes to a close, we are just finishing up with some year-end tax harvesting for our taxable accounts. If we can lock in losses to counter our gains it will help minimize the tax burden this year for you. We do this without being out of the market by swapping your existing.. read more →

TIME TO HOLD HANDS AND TALK

Just a quick note to let everyone know that the sun is still shining (somewhere). Seriously though, after another tough week in the market two things are fur sure; 1) The volatility is not going away any time soon and 2) We will not change our discipline. We have stayed true to our discipline of finding.. read more →

Bargain Hunting

As we predicted in the 4th Quarter 2009 newsletter, the market was due for a correction. With that in mind, we have an extra 18-25% in a cash and bond position for all of our portfolios. This allows us to buy bargains and that is what we did on Thursday (2-11-2010) of last week. We.. read more →

Cash and Headlines Driving the Market!

With 100% of second quarter earnings released more than a month ago, the question posed to me numerous times is what is driving the market up and down? This is a great question and in this case, I believe it is two-fold, cash and headlines. We are all thankful that the market bottomed on March.. read more →

Running the Race

Long-term investment goals can often be thrown into chaos by life’s challenges. The collapse of housing prices, a crashing stock market, job loss, a divorce, or a hot stock tip that didn’t pan out, these all can create obstacles to achieving long-term investment goals. You can probably think of other obstacles specific to your situation… read more →