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Archive for October, 2013

Market Week: October 28, 2013

By on October 29, 2013 in Market Week with 0 Comments

The Markets Domestic equities continued to recover from their Washington-induced slump. Once again, the week saw fresh records for the S&P 500 and the small-cap Russell 2000; the S&P has now risen more than 6% since its October 8 shutdown low. The Dow saw the week’s biggest gains for a change.

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Estate Planning and Income Tax Basis

By on October 24, 2013 in Newsletter Articles with 0 Comments
Estate Planning and Income Tax Basis

Income tax basis can be important when deciding whether to make gifts now or transfer property at your death. This is because the income tax basis of the person receiving the property depends on whether the transfer is by gift or at death. This, in turn, affects the amount of taxable gain subject to income […]

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Will interest rates rise this year?

By on October 24, 2013 in Newsletter Articles with 0 Comments
Will interest rates rise this year?

The Fed hasn’t yet raised its target interest rate from less than 0.25%, and it has promised not to do so before unemployment reaches roughly 6.5%, which it doesn’t expect to happen until next year. However, some interest rates have already begun to go up.

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Stretch IRAs

By on October 24, 2013 in Newsletter Articles with 0 Comments
Stretch IRAs

The term “stretch IRA” has become a popular way to refer to an IRA (either traditional or Roth) with provisions that make it easier to “stretch out” the time period that funds can stay in your IRA after your death, even over several generations. It’s not a special IRA, and there’s nothing dramatic about this […]

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Plan Now for a Year-End Investment Review

By on October 23, 2013 in Newsletter Articles with 0 Comments
Plan Now for a Year-End Investment Review

You might not enjoy sitting down to do year-end investment planning, but at least this fall you can make plans with greater certainty. For the last three years, investment planning has meant trying to anticipate possible changes in tax law; for tax year 2013 and beyond, you know for sure how income, capital gains, and […]

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Market Week: October 21, 2013

By on October 21, 2013 in Market Week with 0 Comments

The Markets Near-debt experience: The ceasefire in Washington that put federal employees back to work and averted a debt ceiling disaster also brought relief on Wall Street. One-month Treasury yields had skyrocketed in October as investors abandoned them; that sell-off reversed after a deal was announced, cutting the yield in half overnight and to one […]

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October 19, 2013 – Year End Tax Planning and QDRO’s

By on October 21, 2013 in Radio Show

In the first hour of this week’s “Something More,” Chris is joined by Herb Montgomery to talk about year end tax planning for the small business. The second hour features Divorce Attorney Susan Huettner discussing Qualified Domestic Relations Orders (QDRO’s) and talking money with an ex-spouse.  Chris also offers his weekly market commentary, perspective on the end of the […]

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Qualified Domestic Relations Order (QDRO)

By on October 21, 2013 in Featured with 0 Comments

What is a qualified domestic relations order (QDRO)? A qualified domestic relations order (QDRO) is a court judgment, decree, or order establishing the marital property rights of a spouse, former spouse, child, or dependent of a pension plan participant with respect to certain qualified retirement plans. Several requirements and restrictions apply. To what extent are […]

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October 13, 2013 – Estate Planning and Market Commentary

By on October 15, 2013 in Radio Show

Chris talks about the market conditions as a result of the partial government shutdown, the Paul Ryan op-ed piece in the Wall Street Journal, and the debt ceiling crisis. Chris shares some information he learned at the Dorsey Wright conference about market indicators, trends, charting, and tactical strategies. Chris is also joined this week by Attorney […]

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Market Week: October 14, 2013

By on October 15, 2013 in Market Week with 0 Comments

The Markets Deal or no deal: If there was any doubt about whether Washington has been driving equities lately, it vanished on Thursday when a glimmer of hope for an end to the fiscal stalemate emerged. After stocks started the week with a swoon, the two-day rally that followed let the Dow reclaim 15,000 and […]

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