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
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
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
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
Cover Yourself – September 2011 Newsletter
When I plan a trip, I try to talk to other people who have traveled to the same destination to get tips on places I should visit, things I should do, and places I should eat. When my wife … Continue reading
What’s AMT and How Does It Affect Me? – August 2011 Newsletter
Alternative minimum tax (AMT) was originally created 40 years ago to capture tax on the most wealthy of Americans who were avoiding paying taxes via various tax shelters and schemes. It was broadened to its current form in the 1980s … Continue reading
Beneficiary Designations: Don’t Let Them Be the Weak Link in Your Estate Plan – June 2011 Newsletter
If you ask most people, they would say they understand the importance of having a Last Will and Testament or a Revocable Living Trust to distribute property according to their wishes at their death. For many, however, the estate planning … Continue reading
College Costs and Georgia’s HOPE Scholarship: the Good, the Bad and How to Prepare – May 2011 Newsletter
College costs: Watch your wallet. College graduates saddled with debt. HOPE won’t end, but it will change. Recent headlines like these from newspapers and online news sources underscore the rapid increase in higher education costs. Additionally, benefits have been reduced … Continue reading
Spring Clean Your Financial Future – March 2011 Newsletter
Spring Clean Your Financial Future
We can all be honest about the 2011 New Year’s resolutions: We have pretty much broken all of them before the end of January and forgotten the rest by the beginning of March. As April approaches, … Continue reading
