Last year (2011), the US government, due to budgetary constraints did not send out the annual Social Security paper statement concerning tax payer credits, earnings history, and projections. Click here for complete details of our prior article. This year they have returned…
On Friday the much awaited Facebook IPO began trading. With a storm of issues surrounded this initial offering, it appears that fundamentals overwhelmed hype, which is not always the case. I happened to be with a group of multiple professional investors…
Zigg, making a pilgrimage from his very crowded small island, on his way to the store for supplies as many of his new fair weather friends are cramping his style and eating his food, stopped by last night to see the family and…
Zigg Returns to Remind us to Sell High and Buy Low
NUA's, Net Unrealized Appreciation strategies and examples
Our question of the week, this week, comes from our field of dream clients again (that’s you guys), but is also part of our regular repertoire of questions we ask when meeting new clients. This weeks answer comes with a slight twist due to…
With our friend Zigg still on his island and his friends intent on staying for a while, we decided to shift gears and discuss our favorite question of the week. This week’s question derives its origin from several conversations we have had…
Given the headlines and the market movement of late, we have been complimented frequently on our calm demeanor, to which we thank everyone, but wanted to highlight our secret. In an effort to attempt to always keep things simple, we have found…
Over the next 48 hours, a twelve-hour run today, and an eight hour run tomorrow, I will have the opportunity to visit, in person, with over 40 publicly traded managers (CEO and CFO’s) from across the country. A wonderful by-product…
As the end of the year approaches many 401k providers will replace, adjust, and redo various investment options of their company plans. Please keep us in the loop, as occasionally these changes are dramatic (auto directed transfers) or offer something new we…
