BLOG

Tag: Fiscal Cliff


2013 Market Outlook

January 3, 2013

Trying to predict the future with any kind of consistency is impossible. There are a lot of people that try to predict the stock market's price movement to make a name for themselves. As I like to say, "A broken clock is correct twice a day."

Read more »

New Legislation for 2013: How it Affects You

January 1, 2013

As we have discussed in prior e-mails, the United States was set to plunge over the "fiscal cliff" on New Year's Day if Congress failed to act. Bi-partisan business as usual in Washington D.C. brought us to the brink of a major financial crisis. Thankfully, a deal was made that averted the crisis and made the majority of the Bush-era tax cuts permanent.

Read more »

Year-End Planning - Part 2: Roth Conversion

November 1, 2012

The looming potential of the 2013 "Fiscal Cliff" has raised many questions from our clients. Regardless of who wins next week's election, potential tax law changes have many of our clients questioning what they can do today to protect their assets from the potential impact from higher taxes in their portfolio in the future.

Read more »