Category
Market Recap – October 2013
By Mark FisselPosted on November 4th, 2013
Equities eventually managed to build on September’s Fed relief rally, thanks to the end of the federal government shutdown, a halt to the debt ceiling […]
Learn MoreDo I need to make any changes to my Medicare coverage for next year?
By Mark FisselPosted on October 31st, 2013
If you’re currently enrolled in Medicare, you’ve probably begun receiving information about your coverage. That’s because the annual enrollment period for Medicare runs from October […]
Learn More2013 Year-End Tax Planning Considerations
By Mark FisselPosted on October 31st, 2013
As the end of the 2013 tax year approaches, set aside some time to evaluate your situation. Here are some things to keep in mind […]
Learn MoreWill interest rates rise this year?
By Mark FisselPosted on October 2nd, 2013
The Fed hasn’t yet raised its target interest rate from less than 0.25%, and it has promised not to do so before unemployment reaches roughly […]
Learn MoreEstate Planning and Income Tax Basis
By Mark FisselPosted on October 2nd, 2013
Income tax basis can be important when deciding whether to make gifts now or transfer property at your death. This is because the income tax […]
Learn MoreShow Them the Love: Low-Cost, High-Value Employee Benefits
By Mark FisselPosted on October 2nd, 2013
As a small business owner, you are probably aware of the importance of offering a basic employee benefit package that includes health and disability insurance, […]
Learn MorePlan Now for a Year-End Investment Review
By Mark FisselPosted on October 2nd, 2013
You might not enjoy sitting down to do year-end investment planning, but at least this fall you can make plans with greater certainty. For the […]
Learn MoreQuarterly Economic Perspective – Q3 2013
By Mark FisselPosted on October 2nd, 2013
Contrary to speculation that the Federal Reserve would begin tapering its economic support in September, the Fed’s monetary policy committee postponed any reduction in its […]
Learn MoreQuarterly Market Recap (July-Sept 2013)
By Mark FisselPosted on October 2nd, 2013
The Markets Equities confronted several threatening headwinds during Q3: Syria, potential Federal Reserve tapering, a looming government fiscal showdown, fear of contagion from the nation’s […]
Learn MoreIs College Debt the Next Bubble?
By Mark FisselPosted on September 3rd, 2013
What might a 23-year-old recent college graduate, a 45-year-old entrepreneur, and a 60-year-old pre-retiree have in common financially? They may all be hobbled by student […]
Learn More