Market Recap: August 2012

By Mark Fissel
Posted on September 4th, 2012

After six straight weeks of gains, equities took a bit of a breather at month’s end. The S&P spent the last half of the month […]

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The Investment Policy Statement: A Portfolio’s Road Map

By Mark Fissel
Posted on September 4th, 2012

In some cases, investors choose to authorize a money manager to make the actual investing decisions for their portfolio rather than simply make recommendations. In […]

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High-Income Individuals Face New Medicare Taxes in 2013

By Mark Fissel
Posted on September 4th, 2012

Two new Medicare-related taxes take effect in 2013: an additional 0.9% payroll tax on high-wage earners, and a 3.8% tax on the unearned income of […]

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July 2012 Monthly Recap

By Mark Fissel
Posted on August 3rd, 2012

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 […]

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What is a captive insurance company?

By Mark Fissel
Posted on August 2nd, 2012

A captive insurance company (CIC) is a corporation established either onshore or offshore to insure the risks of its parent company or a group of […]

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Speculating on the Future of the Federal Estate Tax

By Mark Fissel
Posted on August 2nd, 2012

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 […]

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New 401(k) Plan Disclosure Rules

By Mark Fissel
Posted on August 2nd, 2012

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 […]

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Economic Perspective

By Mark Fissel
Posted on August 2nd, 2012

With Spanish bond yields once again well above 7% and Italian yields on the rise, eurozone leaders signed off on a €100 billion rescue package […]

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The Markets: July 2012

By Mark Fissel
Posted on August 2nd, 2012

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 […]

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Summer 2012 Newsletter

By Mark Fissel
Posted on July 5th, 2012

Printable Newsletter in PDF Greek Showdown A strong finish in June couldn’t overcome equities’ difficulties earlier in the quarter as Greece narrowly avoided a showdown […]

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