July 2012 Monthly Recap

Reassuring Markets

Reassuring words out of Europe helped equities build on the previous month’s strong gains. The Dow industrials managed to squeak over the 13,000 mark once again… (Read More)

Economic Perspective

• Euro leaders signed off on 100 billion euro rescue package
• GDP grew slower in Q2 than Q1
• Unemployment remains stalled at 8.2%
• Chinese economy showing signs of slowing
• Inflation remains tamed at the consumer level
• British regulators launched criminal investigation in connection with LIBOR manipulation
  (Read More)

Future of Federal Estate Tax

What’s the future of the federal estate tax? All we know is that no one knows for sure; it’s all speculation. So, let’s take a look at what could happen… (Read More)

What is a Captive?

A captive insurance company is a corporation established to insure the risks of its parent company or a group of companies…  (Read More)

401(k) Corner: What is Changing?

You may have heard about new disclosure rules that will soon apply to 401(k) plans. Before describing what’s ahead, however, a look back may be helpful.

While we’ll refer to 401(k) plans in this article, the new rules also apply to other employer-sponsored plans that allow participants to direct their own investments, commonly referred to as “self-directed plans.” (Read More)