Alcoa’s, (AA) earnings release Monday April 11th, marks the unofficial start to the 90 day treadmill confession season, better known as earnings season. Over the next several weeks thousands of public companies will report their results for the last 90 days, with…
Coming to your mailbox soon is our Second Quarter 2011 Newsletter. Digital copies have been posted to the Newsletter section on our website now. The lead article in our current Newsletter discusses Trusts. Often misunderstood or thought a mystery, we…
Dear Investor: If someone had told you on January 1st 2011 in the next 90 days there would be several political uprisings, some in geographically important oil regions, a major Japanese earthquake with a nuclear disaster threat and $3.50 to…
For everyone who has patiently waited to file your taxes, it is officially ok to file! We continually caution early filers’ due to the numerous corrected 1099’s that have become expected practice in today’s tax laws and sophisticated investment products.…
Over the weekend I ran into this quote by Judge Hand, a famous US Judge. Given the current time of year, I thought his quote very timely. By Judge Learned Hand “Anyone may arrange his affairs so that his taxes shall be…
It’s official, proxy season is here, and judging by the amount of material we are already receiving, it is going to be another busy proxy voting season. Just as a reminder, we take care of your proxy voting. You should not be receiving material…
In today’s rush to deliver “THE HEADLINE” story first, often times facts are lost, and opinion may seep into a story that compounds as other services re-report the same, possibly incorrect, story. Many times these stories are not from credible…
Late last night here in the US, 11 am Japanese time, the Prime Minister of Japan, Naoto Kan surprised Japan and much of the world with an announcement of further problems with nuclear reactors, and warned residents near certain reactors to exit the…
Be careful in the reporting of tax liabilities from K-1’s that may have made their way to you in the mail from an investment holding. As a quick review a K-1 is used to report income attributed to ownership percentage generally from a…
With our 90 day treadmill, aka earnings season, in the rear view mirror let’s take a quick look at the results. Again according to Thomson Reuters, of the companies in the S&P 500, 75% beat analyst expectations by just over…
