Category
Annual Economic Perspective
By Meredith StoudtPosted on January 4th, 2012
Unemployment: Starting at 9.4% in December 2010, the unemployment rate remained stuck within a point or two of 9% until November, when the biggest monthly […]
Learn MoreThe Month in Review (Nov)
By Meredith StoudtPosted on December 1st, 2011
Despite bond-buying by the European Central Bank, the overseas debt debacle spread from Greece, Portugal, and Ireland to larger economies, costing the Greek and Italian […]
Learn MoreMarket Recap – November
By Meredith StoudtPosted on December 1st, 2011
The Markets Europe’s ongoing debt problems hurt domestic equities last month, causing them to reverse much of October’s strong gains. The tech-heavy Nasdaq took the […]
Learn MoreWill my broker calculate my cost basis for DRP stocks?
By Meredith StoudtPosted on November 30th, 2011
If you think you don’t need to track cost basis on your own because brokers must now report to both you and the IRS the […]
Learn MoreQualified Charitable Distributions Qualify for RMDs
By Meredith StoudtPosted on November 30th, 2011
If you’re an IRA owner who must take a required minimum distribution (RMD) in 2011, you can avoid some or all of the resulting income […]
Learn MoreThe Problem with Do-It-Yourself Estate Planning
By Meredith StoudtPosted on November 30th, 2011
As the number of Internet websites and software packages have quickly multiplied, along with the many books and stationery store kits that have always been […]
Learn MoreHow Much Do You Know about Social Security?
By Meredith StoudtPosted on November 30th, 2011
Social Security is in the news more and more, as the first wave of baby boomers retire and economic pressures on the program increase. More […]
Learn MoreGift Tax Strategies
By Meredith StoudtPosted on November 30th, 2011
The current large gift tax applicable exclusion amount, low gift tax rates, depressed property values, and low interest rates create a favorable environment for making […]
Learn MoreFive Year-End Tax Planning Considerations
By Meredith StoudtPosted on November 30th, 2011
Legislation passed in December of 2010 extended lower tax rates, deductions, and other expiring provisions for an additional one to two years. As a result, […]
Learn MoreWhy Does Europe Affect Your Portfolio?
By Meredith StoudtPosted on November 1st, 2011
Why Does Europe Affect Your Portfolio? When a possible default on Greek sovereign debt becomes headline news, a lot of people find themselves wondering, “How […]
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