Fall 2013 Quarterly Newsletter

By jporter
Posted on October 3rd, 2013

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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