Annual Economic Perspective

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Posted 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 […]

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The Month in Review (Nov)

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Posted 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 […]

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Market Recap – November

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Posted 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 […]

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Will my broker calculate my cost basis for DRP stocks?

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Posted 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 […]

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Qualified Charitable Distributions Qualify for RMDs

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Posted 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 […]

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The Problem with Do-It-Yourself Estate Planning

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Posted 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 […]

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How Much Do You Know about Social Security?

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Posted 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 […]

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Gift Tax Strategies

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Posted 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 […]

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Five Year-End Tax Planning Considerations

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Posted 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, […]

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Why Does Europe Affect Your Portfolio?

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Posted 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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