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 qualifying dividends will be taxed. That gives you an opportunity to fine-tune your long-term planning, or to develop a plan if you’ve postponed doing so. Here are some factors to keep in mind as the year winds down.

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October 13, 2013 – Estate Planning and Market Commentary

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 David Jarominski of the Law Offices of Boyd and Boyd for a discussion of estate planning and estate settlement.

Check out this episode

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Famous People Who Failed to Properly Plan

It’s almost impossible to overstate the importance of estate planning, regardless of the size of your estate or the stage of life you’re in. A close second to the need to plan your estate is getting it done correctly, based on your individual circumstances.¬†You might think that those who are rich and famous would be way ahead of the curve when it comes to planning their estates properly, considering the resources and lawyers presumably available to them. Yet, there are plenty of celebrities and people of note who died with inadequate (or nonexistent) estate plans.

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It’s Time to Review Your Life Insurance Needs

Your life insurance needs may change without you even realizing it. You may have purchased life insurance years ago, and never gave it a second thought. Or, you may not have life insurance at all–and now you need it. When your life circumstances change, you have a fresh opportunity to make sure the people you love are protected.

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Market Week: September 16, 2013

The Markets

After weeks of uncertainty, investors last week seemed to feel more optimistic about the prospects for averting both conflict in Syria and heavy-handed tapering at home by the Federal Reserve. Three straight days of triple-digit gains gave the Dow industrials their best week since the first of the year, and the small-cap Russell 2000 was only nine points from its all-time high set in early August. The Nasdaq also surpassed its August high.

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