Compromise on Taxes?

You’ve no doubt heard stories this week that the Obama Administration and Republican leaders have negotiated an end-of-year tax deal which will, among other things, extend the current income tax rates for the next two years for all Americans.  Capital…

You, Too, Can Balance the Federal Budget

Want to have a little mindless fun?  Try balancing the federal budget in ten minutes or less. Believe it or not, you can actually do this on an interactive web site created by the New York Times.  There are two…

One Man’s View on The State of the Economy

The question on the mind of many investors has to be: where is the U.S. and world economy headed?  Are we moving toward a double-dip recession, or is the economy in the early stages of a long-term recovery? At a…

Changing the Definition of “Wealthy”

Historically, most people have not had to consider the problem of owing Federal estate taxes at their death. With little or no estate planning, most property you own at death is subject to this tax, and will likely include things…

Thinking About Investing

Have you ever felt anxious about your investment portfolio?  Who hasn’t?  A recent presentation at one of our professional conferences pointed out that five out of every six years will produce a stock market return sequence that either triggers anxiety…

Mental Accounting

Chances are, you know somebody who has made a vow to go to the gym twice or three times a week, and even bought a gym membership, and never gets around to going.  You probably also know people who don’t…

Fiduciary No More

We in the financial planning community believe that something called a “fiduciary standard” is the very best framework for professionals to work with our clients. That’s why we’re so angry over something that happened in the Senate over the weekend:…

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