posts by Mark - 76/86 - Beacon Hill Investment Advisory, LLC

Market Recap – February 2013

The Markets Continued improvements in economic data seemed to trump any investor anxiety about the impending package of budget cuts known as the sequester. Domestic equities ended the month on a high note, though the Nasdaq continued to trail the other three indices. In February’s last week, the Dow was less than a percentage point …

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Estate Planning Strategies in a Low-Interest-Rate Environment

The federal government requires the use of certain interest rates to value various items used in estate planning, such as an income, annuity, or remainder interest in a trust. The government also has interest rates that a taxpayer may be deemed to use in connection with certain installment sales or intra-family loans. These rates are …

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Federal Income Tax Filing Season Is Here

The due date for 2012 federal income tax returns is April 15, 2013. Whether you’re preparing your own taxes or paying someone else to do them for you, you’ll want to start pulling things together sooner rather than later. That includes gathering a copy of last year’s tax return, W-2s, 1099s, and deduction records. Filing …

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Economic Perspective: January 2013

The Month in Review After passing legislation that avoided a plunge off the fiscal cliff, Congress began working on ways to avoid hitting the debt ceiling in February. Investors began assessing the impact of the American Tax Relief Act of 2012, which permanently extended most tax rates and added a new one, made capital gains …

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Market Recap – January 2013

The Markets Off to a flying start: Domestic equities soared after Congress struck a fiscal cliff deal in the wee hours of the new year, and those who believe that January suggests something about the rest of 2013 were rejoicing. The Dow industrials haven’t seen a January this good since 1989; the index is now …

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