Today and tomorrow I have the opportunity to attend one of my favorite institutional investor events of the year, the Southwest Ideas Conference. This is a CFA related conference with a fire hose like blast of many CEO’s and upper…
Now that you know we have to take a Required Minimum Distributions (RMD) again this year (2010), and why; see our prior post for greater details, here is an important item for first time RMDers (just reaching 70 & 1/2). First…
Quantitative Easing or QE2, as it has been nick named, is the front and center story today as the FOMC will make an announcement at approximately 2:15 EST on their decision to purchase additional securities. One major item that has been lost…
Last year, 2009, those that are age 70 and 1/2 or older, had a one year legislative moratorium from the mandated RMD or Required Minimum Distribution from their Qualified/IRA/Sep/Beneficiary IRA type of accounts. This year, 2010, this rule is back and…
Not only do we have a much watched mid-term election on Tuesday, an FOMC meeting/statement on Wednesday, scattered earnings results, but a full economic week as well. Not withstanding the above mentioned items, key economic reports we will be watching…
Some time back the movie “Avatar” hit the theatres with as much hype as had been seen in a movie since one of the Star Wars trilogy movies. According to the critics and viewers it had everything a movie could have…
We have a multi trillion-dollar capital market here in the US, and we are in the middle of earnings season, but in the next few days we also have one of the most watched mid-term elections we have seen in years. Often capital…
With about 150 companies from the S&P 500 reporting already and a handful more to report today, so far, so good. We have been pleasantly surprised by management’s ability to navigate the economic recovery (slower than usual) and do more…
We strongly recommend you review your vested stock options before year end for possible exercise. Here are a few reasons why: 1. The final quarter of the year has historically been an excellent time for appreciation in the capital markets. …
Dear Investor, Enclosed you will find your Q 3 2010 Quarterly Performance Report. For the Quarter our favorite equity index, the S&P 500, was up slightly more than 10%, which may seem like a nice move, but the ride was…
