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…
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)…
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…
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…
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…