Richard Ropelewski

What Does a Weak Dollar Mean to You and Your Investment Portfolio?

By Allen G. Yee

Year-End Investment Planning Is More Challenging in 2010

If you don’t normally review your investments at the end of each year, 2010 might be a good time to start. And if year-end investment planning is already part of your routine, you might want to pay special attention this year. Why?

Year-End Tax Planning–Special Concerns for 2010

Year-end tax planning is as much about 2011 as it is about 2010. Often, there’s a real opportunity for year-end tax savings when you can predict that you’ll be paying taxes at a lower rate in one year than in the other. For example, under the right circumstances, deferring a year-end bonus or potentially accelerating deductions into the current year can pay off in a big way.

Quarterly Perspective – Vol. 17, No. 4

Fall 2010

Moving in Lockstep – For Now by Will Williams
Inflation and Stock Prices by Brian Christensen, CFA
Cost Basis Legislation – Part I by Jim Sinclair, CPA

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Will You See Higher Tax Rates in 2011?

The year was 2001. The top marginal federal income tax bracket was 39.6%, and the tax rate that applied to most long-term capital gains was 20%. Then came the Economic Growth and Tax Relief Reconciliation Act of 2001, followed two years later by the Jobs and Growth Tax Relief Reconciliation Act of 2003.

Summary of the New Financial Reform Law

The financial reform bill recently signed into law is an attempt to address some of the problems that contributed to the 2008 financial crisis. The legislation, officially known as the Dodd-Frank Wall Street Reform and Consumer Protection Act, is considered the most wide-ranging overhaul of the U.S. financial system since the aftermath of the Great Depression.

It’s Deflation Not Inflation We Should Be Worried About

As economic troubles cascade from the largest corporate entity down to the single individual, people are quick to confront the well known dangers like inflation. However, an old threat is creeping out of the pages of our history books and re-inserting itself into the economic fabric of America: It is deflation.

Quarterly Perspective – Vol. 17, No. 3

Summer 2010

The Economic Headwinds by Will Williams
The Dodd-Frank Wall Street Reform and Consumer Protection Act by Brian Christensen, CFA
SEC Circuit Breaker Rule 101 by Meghan Jackson

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Is it safe to get back into the water?

Seems to me that many analysts, advisors, and media outlets that are bullish on domestic stocks, believe the market correction that we’ve experience over the last several weeks is over.  Market pundits points that the markets are oversold – a technical analysis term describing a stock (or market) falling too far and/or is underpriced, i.e.

What To Do About The 401(k)

Written article published in the June 2010 issue of Financial Advisor Magazine. What To Do About The 401(k). How do we bring better investment success to the 401(k)? Why should plan participants seek help from a financial advisor?

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