Private Client Event with Robert McTeer, Former Dallas Federal Reserve President
Private Client Event with Robert McTeer, Former Dallas Federal Reserve President
Private Client Event with Robert McTeer, Former Dallas Federal Reserve President
A Dozen Common Tax Mistakes, Links to Tax Forms
Intrade, a non-sports related probability exchange
Thanks to everyone for patiently waiting to file your taxes. For many it has been a long, much appreciated wait, and for some, we completely understand you have not dusted that file off yet, which is also ok. We have had…
Capital Market Strong and Weak Characteristics
We just received word that another run of corrected 1099’s has been shipped and as we draw closer to the official personal tax filing deadline, we are happy to announce no clients were caught in this one. We are in contact…
VIX decrease leads to less costly Portfolio Insurance
Zigg Returns to Remind us to Sell High and Buy Low
Fiduciary, NY Times Related Article
This year (tax year 2011), we are seeing more Wash Sales reported on tax returns. While we are not sure if this due to tax reporting or rebalancing results due to the latest years volatile capital market, we wanted to…