Resilient Markets, Indecisive Politicians

Weekly Update – January 22, 2013 Markets closed out another positive week, shrugging off lackluster consumer confidence and moderate earnings reports to hover around multi-year highs. For the week, the S&P 500 gained 0.95%, the Dow gained 1.2%, and the Nasdaq...

And We’re Off…

Weekly Update – January 7, 2013 Markets finished the first week of 2013 with a bang, upbeat over resolution surrounding fiscal cliff talks. The S&P 500 closed up 4.6% for the week, hitting a high of 1,466 on Friday; a level not seen since December 2007. The other...

2013 Tax Planning

As the end of the year approaches, I know you are busy with holidays, family, and travel, but it is also a good time to do some last minute tax planning. As a courtesy, I want to provide you with a few eleventh-hour tax tips you may find useful. Although tax planning...