Taxing changes for next year

While we prefer to look at client tax situations before the snow falls, in 2012, like many recent years, it may pay to wait until early December to make significant tax moves. But it still makes sense now to be aware of the likely changes and take steps to limit what you’ll owe in April.

The Importance of Saving Money

Why go through the trouble of saving money? Most of us have a natural inclination to spend it now and be immediately gratified rather than sock it away. It seems the siren song of the spendthrift has rarely been so alluring. Deferring gratification may seem like a good strategy when the payoff is significant and […]

Don’t Predict; Stay Laid Back with Your Investments

Let’s say you were an oracle able to predict the future to an uncanny degree at the beginning of this year. You anticipated the uprisings in Tunisia and how they would spread throughout the Muslim world leading to the overthrow of Hosni Mubarak and other long-serving authoritarian potentates. Among the affected countries were some of […]

So How did Your Stock Portfolio do in 2010?

With 2010 in the books, your inbox and mailbox has already been flooded with annual investment statements. For most of you, it was a positive year thanks to the strong fourth quarter. You would probably say last year went pretty well for your investments. Certainly in absolute terms, this is true for most of us. […]