Thoughts and Viewpoints
Planning Update - Donating to Charity Directly From IRAs
September 28, 2011
Recent legislation offers tax advantages to those over 70.5 who wish to donate to charity directly from their IRAs.
View Newsletter
One Week Later...
August 5, 2011
Our last letter went out a week ago, and much has happened in the interim.
View Newsletter
How Will the Debt Ceiling Drama Impact Our Investments?
July 29, 2011
Congress is nearing its deadline on the debt ceiling, and at the time of this writing, the two sides remain deadlocked. Many clients have asked us what might happen should they fail to reach an agreement.
View Newsletter
Education Savings - A Guide for Grandparents
June 28, 2011
A follow up to our article on the various education savings vehicles
View Newsletter
Guide to Education Planning
June 27, 2011
A rundown of the various options for education savings. Our conclusions may surprise you.
View Newsletter
June 2011 Investments Update
June 2, 2011
After a painful January, the past few months have been particularly kind to our investment strategy. Domestic stocks are flat, foreign stocks are down, and bonds have rallied. Below is a summary of what has happened with our key holdings this year:
View Newsletter
May 2011 Treasuries Outlook
May 3, 2011
Several clients have emailed or called in recently in response to the news that Standard & Poors lowered its outlook on US Treasury bonds to "negative". This on the back of news that Bill Gross, arguably the most influential bond investor in the world, has sold off all Treasuries in his famous Pimco Total Return fund.
View Newsletter
Estate Planning Update
March 30, 2011
New estate legislation gives us a great excuse to review estate plans for all clients this year. This article outlines some of the material changes to the laws, and what many of the best lawyers are recommending.
View Newsletter
