Here Comes the Fiscal Cliff!
If lawmakers cannot agree on how to address the pending “fiscal cliff”, and why would we think they would, $7 trillion worth of tax increases and spending cuts will begin…
If lawmakers cannot agree on how to address the pending “fiscal cliff”, and why would we think they would, $7 trillion worth of tax increases and spending cuts will begin…
The government recently announced that over 55 million Social Security recipients will receive a 1.7 percent increase in their benefits starting in January. This is among the lowest increases since…
Investors have trouble keeping perspective of investing for the long-term after a decade of underachieving returns, volatility, and the recent slowing down of the economy. The psychology of investing dictates…
Overview Until the last week of June, investors were waiting to see what the Supreme Court would do about the 3.8 percentage point tax on investment income – part of…
With much attention, Facebook recently offered an Initial Public Offering or IPO. Throughout the process, the media commonly used financial language many investors did not understand. I received multiple questions…
With 2011 in the rear view mirror, investors may look back and consider it to be the “year of the event”. The U.S. economy and stock market was affected by…
Dividend paying stocks tend to outperform when the stock market decreases while paying a stream of income in the form of dividends. There is a reason they are called “widow…
The government announced today that 55 million Social Security recipients will receive a 3.6 percent increase in their benefits starting in January. This figure is tied to a measure of…
If you think politicians in Washington are ineffective and create uncertainty, you are not alone. This is reconfirmed with polls showing the approval rating of Congress at all time lows.…
The week following the debt ceiling agreement produced a decline in the stock market along with record setting volatility. The DOW closed up or down over 400 points for four…
The debt limit is a cap set by Congress on the amount of debt the federal government can legally borrow. The United States government relies on debt to continue to…
Institutional investors, hedge funds, endowment money managers, and the rich had the resources and availability of a strategy of balancing bullish and bearish stock picks. The premise of this strategy…
An exchange-traded fund (ETF) is a security that tracks an index, commodity, or basket of assets. It acts similar to an index mutual fund. Unlike a mutual fund, an ETF…
Deadlines Emancipation Day, a holiday observed in the District of Columbia, falls on Friday, April 15 this year. Therefore, the tax reporting deadline has been pushed back to Monday, April…
Introduction As investors saw their nest egg deteriorate in the great recession of 2008, many moved their money into bond funds as a safe haven to protect their assets from…