Our Commentary

In earlier columns, I’ve suggested that 2011 is likely to be a year of superior returns for the stock market. Now is the time to review your investments and reset your strategy for success. Too often investors allow themselves to be frozen by the fear of what has transpired over the recent past and wait to shift […]

Now is the time to review your investments and make adjustments based on your view of the opportunities that lie ahead. Last week I discussed strategies for stocks, bonds and inflation. This week we’ll examine real estate, commodities, and gold.    Real Estate. A popular way to invest in real estate is through a real estate investment trust […]

  Last week I offered my prognosis of things to come in 2011. This week I’ll discuss where to invest now to take advantage of opportunities or avoid pitfalls in the year ahead. Stocks. The stars appear to be aligned for double-digit returns in the stock market over the next twelve months. Retirees seeking cash flow and more […]

  Last week I offered my prognosis of things to come in 2011. This week I’ll discuss where to invest now to take advantage of opportunities or avoid pitfalls in the year ahead. Stocks. The stars appear to be aligned for double-digit returns in the stock market over the next twelve months. Retirees seeking cash flow and more […]

As we make the transition from 2010 to 2011, what can we expect for the coming year and how can we, individually, benefit from the opportunities that lay ahead? The extension of the Bush tax cuts, increased tax deductions for businesses, payroll tax reduction and raising of the estate tax exemption has created a pivotal change […]

Few of us take the time to stop and take stock of our lives but if you take a moment to reflect, you will find that you, in fact, accomplished quite a lot in 2010. But did you achieve your full potential? It’s likely that your full potential is much greater than even you recognize. I’m […]

Halleluiah! Halleluiah!   This chant is usually reserved for holiday cheer but estate attorneys and financial advisors throughout the land are singing this song in praise of President Obama and the Republican compromise proposal to raise the estate tax exemption to $5 million ($10 million for couples) with a maximum 35% tax rate on the balance. This […]

“Here’s the deal…”. When my wife says that to me it usually means something has gone wrong and I’m about to get the responsibility for fixing it.   It is inconceivable that congress, in 2009, failed to ‘do anything’ regarding the estate tax laws which resulted in there being no estate tax in 2010 no matter […]

With about thirty days remaining in this calendar year, those of you with IRA accounts have a number of opportunities or responsibilities with a year-end deadline.    Required Minimum Distributions (RMD). As a result of the financial and economic crisis, congress temporarily eliminated the Required Minimum Distributions for retirement accounts for 2009 but brought it back […]

President Obama appointed a bipartisan National Commission on Fiscal Responsibility and Reform with instructions to develop recommendations to balance the budget, excluding interest on the national debt, by the year 2015. That commission issued its preliminary report earlier this month and what is painfully obvious is that there are no painless solutions. Proposals include: Raising the age […]