Client Articles

The Fed's Surprising Profitability

Posted in Client Articles
Thursday, March 21. 2013
If it were a private entity, the Federal Reserve Board would be America's most profitable company. [Read more »] 

The Pope as CEO

Posted in Client Articles
Wednesday, March 20. 2013
What do you call the person who employs a million Americans? Supreme Pontiff. [Read more »] 

Island of Debt

Posted in Client Articles
Tuesday, March 19. 2013
Is it really possible that a small island nation can bring down the Eurozone? [Read more »] 

Robo-Budget Cuts

Posted in Client Articles
Saturday, March 2. 2013
What is the sequester? And how would YOU reduce the federal budget? [Read more »] 

Markets Reach New Highs! It Doesn't Matter!

Posted in Client Articles
Friday, March 1. 2013
The next major headline you see about the Dow will be meaningless information. [Read more »] 

Where Wall Street Scandals Come From

Posted in Client Articles
Thursday, February 28. 2013
Have you ever wondered why, every five to ten years or so, there is a major scandal among brokerage firms? [Read more »] 

Coming Soon to a Headline Near You

Posted in Client Articles
Wednesday, February 27. 2013
Why the Eurozone financial crisis is about to heat up again. [Read more »] 

State Tax Exodus?

Posted in Client Articles
Wednesday, February 13. 2013
Are people moving away from high-tax states to places where the state tax burden is lower? [Read more »] 

The Surprisingly Large Impacts of Small Savings

Posted in Client Articles
Tuesday, February 12. 2013
Here's a website that illustrates the future cost of some of our incidental spendings. [Read more »] 

Turning a Pot of Money into a Lifetime Paycheck

Posted in Client Articles
Monday, February 11. 2013
After all the years of accumulating a retirement portfolio, we face new challenges in retirement. [Read more »] 

Estate Planning Relief

Posted in Client Articles
Sunday, February 10. 2013
Congress has finally made the estate tax exemptions permanent--at a surprisingly generous level. [Read more »] 

The Fallacy of Forecasts

Posted in Client Articles
Sunday, January 6. 2013
The next time you see a Wall Street guru predicting the future, turn the channel. [Read more »] 

The Fiscal Cliff Act

Posted in Client Articles
Saturday, January 5. 2013
Here's the details on the new tax bill [Read more »] 

A Year of Anxiety (And Excellent Returns) - Year-End Report

Posted in Client Articles
Tuesday, January 1. 2013
Why was this such a great year for investors? [Read more »] 

Special Dividends

Posted in Client Articles
Tuesday, December 11. 2012
Why are so many companies suddenly boosting their dividend payments? [Read more »] 
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