March 2016 Newsletter

March 2016 Newsletter

A Brief Market Update Markets dropped sharply at the beginning of the year, and that led to the predictable spate of alarmist stories in the financial press. Nevertheless, as we wrote at the time, it appeared unlikely that we were witnessing the onset of a a bear...
December 2015 Newsletter

December 2015 Newsletter

While the recent budget deal in Congress took the debt ceiling off the table for the next two years (thankfully), one of the surprises of the deal was that it also sunset the ability to file and suspend social security. File and suspend was a tactic used by both...
December 2012 Newsletter

December 2012 Newsletter

It’s hard to believe there are just two full weeks left in 2012. The year end tends to be a busy time for us financial types and with the uncertainty surrounding future tax rates, this year will be busier than most. The first article below covers some of the high...