April 1, 2012 Global markets continued to rebound from the recent October 2011 lows and powered strongly higher throughout the first quarter of 2012 as confidence in the U.S. economic recovery grew and worries about the Eurozone crisis subsided. U.S. stocks are off to their best start since 1998, with the S&P 500 Index advancing …
February 2012 Facebook, the social media giant, recently announced plans to sell $5 billion in stock in an initial public offering (IPO) this spring. This article is our assessment of the Facebook offering and a description of the salient aspects of it we think potential investors should consider. It is not a recommendation to buy, …
January 1, 2012 In some of the most volatile global markets in recent years, the S&P 500 Index, after a spirited fourth quarter ascent, ended 2011 virtually unchanged from a year earlier. U.S. investors may be disheartened at having had to suffer all this volatility with no upward progress in the broad markets to show …
October 1, 2011 For equity investors, the third quarter of 2011 was the worst quarter in three years and it brought back to mind the financial market turmoil in the fall of 2008. A flight of capital out of risk assets and into conservative assets drove the S&P 500 Index 14.3% lower during the quarter …
August 2012 It never ceases to amaze us how much money is needlessly handed over to the IRS in taxes every year because individuals have not been properly advised on how they can best save on taxes through the use of qualified retirement plans. We know of cases where people have been paying tens of …
Powerful Tax Savings for High-Income Individuals in 2012 Read More »
August 5, 2011 Global stock markets declined sharply this week as a confluence of fears battered investor confidence around the world. The sell-off puts U.S. markets into the red for 2011 and more than 10% below their April highs.
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