Nouriel Roubini More In Line With Our View (Update from Q3 Newsletter)
In our last Newsletter (Q 3 2009), we commented that Nouriel Roubini a noted economist was one of our favorites, yet we did not totally…
Tax Strategies for Year End: It’s Not Too Early To Start Thinking About Next Year’s Taxes
As we enter the fall, we begin working on tax loss selling and capital gain neutralization strategies. As many of you are most certainly aware,…
Clues to Watch Post Earning’s Season
With 87% of the companies in the S&P 500 reported as of this morning, let’s call earning season almost over. As we look out over…
Fiduciary, Discretion, and Custody, Important Wall Street Words for You
It’s an August Friday, and I know many of you are prepping for your last vacation or quick summer get away before school starts again,…
Paper Statements are Not a Necessity, How to Turn Your Paper Statements Off (Clients)
If you feel comfortable turning your paper statements off, what follows are instructions of setting up electronic delivery of your monthly statements and confirmations. Click…
Taking Advantage of The Recession, Holiday Shopping and Vacation Planning Time is Now
Over the past several weeks we have listened diligently to numerous company conference calls in order to better understand what is going on with companies…
More Clues: U.S. Jobless Rate, A Take From Recent Earnings and Longer Term A Need for Higher Personal Emergency Funds
As we near the end of the 90 day treadmill called corporate earnings, one theme stands out this quarter from a broad group of companies,…
Clues and More Clues On our Economy, from John’s Weekend
Ok, I will admit it, I am not one to frequent the malls, especially on the weekend. But yesterday afternoon I found myself, along with…
Good News but Will it Last
After last quarters earnings releases, market participants were not sure what to expect moving forward. Most analysts began cutting estimates for the following quarter, as…
Advanced GDP (Gross Domestic Product) -1% Versus Expectations of -1.5%, More Good Signs
The Bureau of Economic Analysis measure of Economic growth in the US, better known as GDP was released this am at a reading of -1%. While…