January 2013 Monthly Recap

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Posted on February 7th, 2013

Equities Soar

The Dow industrials haven’t seen a January this good since 1989; the index is now just over 2% away from its pre-2008 high… (More)

Economic Perspective

  • Temporary debt ceiling delay until May board
  • GDP slows in 4th quarter: .1% contraction
  • Unemployment: remains unchanged at 7.8%
  • IMF forecasts global growth at 3.4% for 2013
  • New and existing homes fell in Dec though up from last year.
  • Inflation tame at 1.7% for 2012
  • Retail sales up .5% in Dec. Up 4.7% from year earlier.
  • Manufacturing and services sector show continued expansion. (More)

Tax Form Status Update

Here are some forms you should expect to see related to your investment accounts… (More)

Federal Income Tax Filing

IRA and Roth options (More)

Estate Planning (low interest rates)

The government requires using interest rates to value some estate planning… (More)

You’re Invited – Lunch & Learn

Achieving Growth Through People

Speaker Bryan Gillum, Managing Director Career Max

1. Implement a growth culture
2. Behaviors that inhibit growth
3. Strategies to attract top talent (More)