April 2012 – Quarterly Investment Newsletter. Bonds: The Challenge Ahead
Bonds. Boring, right? Well, as I have written in previous newsletters, they play a pivotal role in your portfolio.
“First of all, what are bonds?” you ask. Not a dumb question. I would say most people don’t understand how bonds work. … Continue reading
Do the Recent Changes to HARP Benefit You? – March 2012 Newsletter
In a partnership with Fannie Mae and Freddie Mac, the Obama Administration created the Home Affordable Refinance Program (HARP) in 2009 to assist homeowners who had lost property value since their previous mortgage. Since the program’s inception, thousands of homeowners … Continue reading
New Medicare Taxes in 2013
New Medicare Taxes in 2013
As part of the Health Care Reform Act of 2009, there are a few tax increases that some families/individuals will incur. For people married filing joint, the additional taxes will apply to the extent that … Continue reading
Fidelity.com Login Tip for Viewing Other Accounts
Basically, the Fidelity login is specific to your social security number, so only the accounts with your SSN will show up under your login. So if your spouse has an account that doesn’t have you as a joint owner, the account … Continue reading
Are You and Your College-Age Child Prepared for a Medical Emergency? – February 2012 Newsletter
Phil is a 19-year-old college student, who was seriously injured in an automobile accident. His condition is now stable and he’s expected to improve. However, he is not yet able to communicate and some decisions must be made … Continue reading
State of GA Retirement Income Exclusion
Up until 2010, taxpayers under 62 could exclude up to $35,000 of retirement income from their taxable income. Retirement income is defined as income that you would earn from capital gains, pensions, annuities, etc. It’s income you earn … Continue reading
Headlines Screamed Terror Again in 2011. What Actually Happened? – Year End Newsletter
Happy New Year, everyone! Welcome to another exciting year of investing. It will no doubt be packed with rousing headlines like we saw in 2011, especially considering it’s an election year.
What a time to be a money manager. With the … Continue reading
Special Announcement – Redwood Grows Roots
Redwood Grows Roots
Redwood focuses on smart growth by only adding advisors who will truly enhance our ability to serve our clients. Therefore, we are proud to announce our newest addition to the Redwood talent base by introducing Patrick Dailey. He … Continue reading
Year-end Tax Savings and Strategies – November 2011 Newsletter
Every time I meet a client and ask them what their biggest expense is, most folks say it’s their house, kid’s education, or spouse spending too much money! But, for almost everyone, taxes are your biggest expense. With … Continue reading
Investors are Mad as Hell – October 2011 Newsletter
I was reading the WSJ this weekend and thought we should address this market volatility issue. When I say volatility, I mean the frequent ups and downs in the value of your stock portfolio over the last few months. Some … Continue reading
