Just a reminder that April 15th 2009 marks the deadline for regular filing of your personal federal returns. There is a twist this year from a reporting standard, the IRS has allowed 1099’s to be mailed on February 15th as…
In our Q 1 2009 Newsletter we mentioned buyouts would be good to see in the Capital Markets. Given the most recent negative movements in the capital markets there may be very reasonable prices for acquiring companies to add to their…
We will expand more in our Q 1 2009 Newsletter, but in the interest of time we wanted to highlight the key items we are watching currently for positive signs in the capital markets. 1. Very short term treasury rates…
In a stunning announcement the Fed lowered rates by .75% or 75 basis points to an all time low. What is the cause and effect? First, the cause is relatively simple and can be seen in the capital markets. With much…
As we open the trading day it looks like the auto makers are set to receive funds from the Government. Given the current economic environment it is important from an employment situation, that this help is funded by our government.…
The headlines across america will read similar to what we have written above. By no means are we discounting this news, this is negative news, and we are not saying that it is not. Before jumping to conclusions please take into…
In taxable accounts at this time of the year we make adjustments to portfolios to realize taxable losses. What this means is we sell an investment and immediately replace this investment with a similar, but not the same investment. As…
With long term rates at all time lows, now is the time to be a borrower if necessary. Mortgage or long term investment loans are the main items falling in this category. 3o year mortgage rates are finally coming down…
The big three automakers will soon be presenting their case before the country. We suspect they will be much better prepaired this time than they were a few weeks back. After being called out about flying each’s private jet to…
Not surprisingly the markets are taking back much of the gains we made last week, which we mentioned in a weekend post review of November was a gain of almost 20%. Retail sales were certainly off, but not as bad…
