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…
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…
We continue to see the Emerging market stocks get beat up as the global economy has cooled and the U.S. and European debt problems percolate every day. We believe that current headlines and TV talking heads are preventing investors from…
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)…
Just a quick note to keep you informed on what All Star Financial is thinking about the world we live in these days. Actually let"s take the last 10 business days in review: The United States lost its AAA rating.…
After another solid quarter of corporate profits we are heading into the home stretch for 2010. We take this time to review any positions that may be paying a large dividend or capital gains that we would like to avoid.…
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…
As I look back at the past four months of blog's, there is a recurring theme that is intermixed in our comments, "The foundation is forming but not yet complete!"This week brings more uncertainties with a splash or two of good…