Recent Posts
Sell in May and Go Away?
An old stock market dictum says that spring is for profit-taking, or at least a time to reduce your exposure to equities. In the classic market psychology,...
Keeping Track of Expiring and New Tax Provisions
A number of significant federal income tax provisions expired at the end of 2011, a fact that might be easily overlooked with so much attention being...
Department of Labor 401(k) Plan Disclosure Rules Take Effect Soon
New participant disclosure rules apply to self-directed 401(k) plans. Employers generally must begin complying with these rules no later than August 30,...
The Facebook IPO
Should you “like” it? In one of the most widely expected and anticipated transactions in stock market history, Facebook filed an S-1 form with...
New Cost Basis Rules: Pitfalls and Opportunities
Brokers must track and report cost basis to both you and the IRS Part of the changes that came with the Health Care Act of 2011 is that cost basis information...
Media and Presentations
2% of Americans have adequate retirement savings..
More Media and Presentations
- Good Time to Buy Mercedes or BMW
- Apple’s Profits Continue to Impress
- Roth IRA Conversion
- Facebook vs. Everyone
- Whitney’s Muni Call
- Will the “New Republican Agenda” mean tax relief for family businesses?
- Webinar: Finding Value in the Stock Market
- Medicare Open Enrollment
- Apple Delivers, but Doesn’t Thrill
- The Depressing Effect of Technology on Real Estate

