The Impact of Taxation on Economic Growth

As mentioned in our previous blog post about the debt ceiling, we said that our long term fiscal problem is heavily influenced by two issues- taxation and health care costs. There is a school of economic theory that says that…

Should we be Worried about the Debt Ceiling?

There has been quite a bit in the news lately regarding the United States government hitting the legal debt limit set at $14.3 trillion.  The Treasury Secretary has sent a letter to Congress warning them that if they fail to…

Let’s Make A Plan…

Have you seen the new CFP® TV commercial yet (take a look here)? Pretty Interesting.  The commercial is currently airing on stations that include History Channel, Travel Channel, HGTV, ESPN, MSNBC, CNN and Fox News. The CFP Board, who issues…

Where do my Tax Dollars Go?

We all hear about how the US is going broke. Depending on the viewpoint or agenda of the source of what we hear, read or see, the cause of the federal government’s financial problems varies. Unfortunately, there is almost always…

Reacting to Japan

The tragedy in Japan continues to be the top news story and warrants international support.  While the human aspect of this crisis continues to be devastating, we can’t discount the economic impact as well.  Well respected international fund family, First…

Can I Limit the Mail I Get?

This is one of the more common questions we hear about the amount of prospectuses, annual reports, etc. that our clients receive from their investment companies.  Would you believe that this much disclosure could actually be bad for you?  Especially…

Middle East Turmoil and Your Portfolio

An easily forgotten truth of investing is when prices are high, skies are sunny and when prices are low it’s stormy.  In other words, successful long term investing involves turning cautious when things look good and aggressive when things look…

Burned By Bubbles

“I can calculate the movement of heavenly bodies but not the madness of men.” – Sir Isaac Newton In Jeremy Grantham’s latest quarterly letter, he profiled a story about Sir Isaac Newton in which one of the most highly regarded…

Be Careful About Hidden Gems

As you may have read or noticed on your end of year statements, small cap stocks were the top performing category for 2010.  These stocks outperformed their large cap counterparts and gave investors with small cap positions a significant boost…

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