Market Month: February 2014
The Markets (as of market close February 28, 2014) Equities recovered from January's losses in fine style. The Nasdaq continued to lead the pack year-to-date, but by the end of…
Affordable Care Act Taxation and You
The Affordable Care Act ushered in new health insurance requirements and, along with them, new tax responsibilities for many taxpayers. Below are some of the changes that could affect your…
Own investments? You may not want to file your taxes until March.
http://www.youtube.com/embed/lMDwpZPUM0c It seems like our clients tend to fall into one of two categories: There are those that are watching their mailboxes mid-January, checking for tax forms so they can…
Market Week: February 3, 2014
The Markets (as of market close February 28, 2014) It's a small, small world: Despite various attempts at propping up local currencies, emerging markets continued to suffer from concerns that…
2014 Financial Resolutions
In life, it’s pretty difficult to get to a specific destination unless you know where you’re going. In finance it’s difficult, if not impossible, to achieve your specific financial goals…
Market Week: January 27, 2014
The Markets (as of market close January 27, 2014) A double whammy helped trigger a selloff in equities last week. Weaker-than-expected manufacturing data from China helped fuel concerns about the…
Market Week: January 13, 2014
The Markets (as of market close January 13, 2014) Believers in the so-called January indicator--the concept that the first five trading days suggest the stock market's overall direction for the…
Annual Market Review 2013
Overview Standoffs, sequestration, shutdown, and suspense in Washington supplied the wall of worry that equities markets are said to be so fond of climbing. And climb it they did. The…
Market Week: January 6, 2014
The Markets (as of market close January 6, 2014) Equities rang in the new year by taking a bit of a breather. As investors decided to take some of the…
Prepping for 2013 Tax Filing
The IRS recently announced that they’d begin processing tax returns on January 30th, 2014. If you’re not ready to meet that aggressive timeline, you can always wait until the April…
