Quarterly Economic Perspective (Q2 – 2012)

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Posted on July 2nd, 2012

Under pressure from Italy and Spain, European Union leaders agreed that a single body–possibly the European Central Bank–should oversee banks in all 17 eurozone countries, […]

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Quarterly Market Review: Q2 – 2012

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Posted on July 2nd, 2012

A strong finish in June couldn’t overcome equities’ difficulties earlier in the quarter as Greece narrowly avoided a showdown with its eurozone peers. The Dow […]

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Retirement Rules of Thumb

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Posted on June 4th, 2012

Because retirement rules of thumb are guidelines designed for the average situation, they’ll tend to be “wrong” for a particular retiree as often as they’re […]

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Four Planning Considerations for Every Small Business Owner

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Posted on June 1st, 2012

If you are a small business owner or thinking of becoming one, here are some things you should consider. Choice of entity Whether you are […]

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Can I convert my traditional IRA to a Roth IRA in 2012?

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Posted on June 1st, 2012

It may be an excellent time to consider converting your traditional IRA to a Roth IRA. As a result of market volatility, some investors have […]

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Of Taxes Past, Present, and Future

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Posted on June 1st, 2012

With the 2011 tax filing season behind us, much attention is being paid to the expiring “Bush tax cuts”–the reduced federal income tax rates, and […]

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Economic Perspective – May 2012

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Posted on June 1st, 2012

The Month in Review Popular frustration with eurozone austerity programs began hitting home in Europe with Socialist François Hollande’s election as France’s president and the […]

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The Markets – May 2012

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Posted on June 1st, 2012

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 […]

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Pay Down Debt or Save and Invest?

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Posted on May 4th, 2012

There are certainly a variety of strategies for paying off debt, many of which can reduce how long it will take to pay off the […]

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Hidden Taxes: What Is Your True Cost?

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Posted on May 4th, 2012

We are pretty well aware of the taxes we must pay as U.S. citizens; income taxes, payroll taxes, sales taxes, property taxes, and gift and […]

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