May 2012 Monthly Recap

Eurozoning Out

Equities followed up on a disappointing April with a troubled May, the worst month for the Dow Industrials in two years and one that pushed the Global Dow into negative territory for the year. (Read More)

Economic Perspective

• Eurozone austerity and anti-austerity
• Spanish banks received another credit rating downgrade
• Unemployment fell to 8.1%, drop due to people leaving the workforce
• Revised GDP for Q1: 1.9%
• Sales of new and existing homes jumped 3.3% in April
• Inflation remains moderate. Consumer spending and incomes rose. (Read More)

Of Taxes, Past, Present and Future

Much attention is being paid to the expiring “Bush tax cuts”– Here’s a quick rundown of where things stand today. (Read More)

Can I Convert My IRA To A Roth?

There are no longer any income limits, or restrictions based on your tax filing status. (Read More)

Retirement Rules of Thumb

Rules of thumb tend to be “wrong” as often as “right”.  Here are 4 rules of thumb that may be “right” for you. (Read More)

Four Planning Considerations for Every Small Business Owner

Here are some things you should consider:
* Choice of Entity
* Financing
* Record Keeping
* Succession Planning (Read More)