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News

Our news articles are posted on a regular basis to give our clients relevant and timely information about matters pertaining to our financial services. Browse through our current and archived articles to learn more.

Tag Archives: Wealth Management

Accounting & Tax :: A Possible Threat to Municipal Bond Interest Tax Exemption

Municipal bonds have long been an appealing investment option for high net worth individuals. This has been the case, not only because they provide relatively safe and stable income for investors due to their much lower levels of defaults versus … Read more

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Financial & Wealth :: Growth Stocks vs. Value Stocks

Investors are often confused about the differences between growth stocks and value stocks. The main way in which they differ is not in how they are bought and sold, nor is it how much ownership they represent in a company. … Read more

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Financial & Wealth Management :: What Is Asset Allocation?

Lewis Carroll, the author of Alice’s Adventures in Wonderland, once said, “If you don’t know where you’re going, any road will get you there.” This is certainly true when it comes to investing: If you don’t know where you’re headed financially, … Read more

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Financial & Wealth :: How Are Annuities Taxed?

One of the most attractive features of an annuity is its tax-deferred status. Generally, you won’t pay any income tax on the interest or earnings until you start taking withdrawals in retirement (age 59½ or later).Qualified and nonqualified annuities are … Read more

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Wealth Management :: What Are the Different Classes of Assets?

When it comes to investing their money, many people are content to take a random approach. They may have received a hot tip for a particular investment and decided to plow a large amount of money into it with no regard … Read more

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Financial & Wealth Services :: Will Federal Reserve Tactics Help the Ailing U.S. Economy?

After the Federal Open Market Committee (FOMC) met on August 9, the Federal Reserve announced that it anticipated the federal funds rate to remain “exceptionally” low until mid-2013, citing a slower-than-expected recovery, high unemployment, and increasing downside risks to the … Read more

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Time Is Running Out to Utilize the Full $5.12 Million Gift Tax Exclusion Expiring 12/31/12

Preferential gift and estate tax treatment afforded under current law is set to expire on December 31, 2012. Individuals with assets in excess of $1 million should consider taking steps now to take advantage of this favorable tax law before … Read more

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