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Fall 2013 Quarterly Newsletter

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Stocks soldier-on

Equities confronted several threatening headwinds during Q3: Syria, potential Federal tapering, a looming government fiscal showdown, and fear of contagion from the nation’s largest municipal bankruptcy.  However… (Read More)

Quarterly Economic Perspective

  • Fed postponed any reduction in $85B monthly bond purchases
  • 2.5% annualized growth for Q2 – more than double Q1
  • Unemployment fell to 7.3% – lowest since 12/08
  • Housing market slowed on higher interest rates
  • U.S. industrial production up 2.7% over last year
  • Inflation moderated to 1.5% annual rate
  • Detroit became largest U.S. municipal bankruptcy
  • Eurozone may have ended longest recession after 18 months (Read More)

Plan Now for Year-End

For tax year 2013 and beyond, you know for sure how income, capital gains, and qualifying dividends will be taxed… (Read More)

Estate Planning and Tax Basis

What is income tax basis? Gift now or at death? (Read More)

Will Interest Rates Rise This Year?

Some interest rates have already begun to go up… (Read More)

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