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Winter 2013 Newsletter

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Fiscal Cliff Averted

Resilience in the face of adversity seemed to be the theme for 2012. Hurricanes that shuttered Wall Street for two days and cut oil production, the threat of a “Grexit” from the euro, Europe’s record unemployment … (Read More)

Annual Snapshot: Markets & Economy

  • Equities: dramatically improved performance
  • Bonds: benefited across the board
  • Unemployment: continued downward
  • GDP: spring slump and fall boost
  • Inflation: little impact
  • Housing: signs of sustainable recovery (Read More)

401(k) Corner Fiscal Cliff emboldens Roth 401(k)!

While directly contributing to a Roth account through a 401(k) has been available for the past few years, a silver lining in the Fiscal Cliff legislation allows all 401(k) participants to convert their conventional 401(k) balances to Roth balances.  We could use some good news and planning techniques, too, as taxes are going up for most Americans.

For high earners, the power of tax deferral becomes more powerful due to the 25% increase on their investments’ taxation; marginal income taxes moving from 35% to 43.4% (39.6% plus Obamacare’s 3.8% Medicare Surtax).  (Read More)

B.O.S.S Workshops

2013 Investment Strategies
Lunch & Learn on Jan 17th – RSVP today

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