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Where Are the Opportunities in 2015?

By Jack K. Riashi, Jr., CFP®, Financial Advisor Bloom Asset Management Last year was another stellar year for the domestic stock markets, with the S & P 500 finishing the year up by nearly 14%. This was on top of an outsized gain in 2013 of more than 31% by the S & P 500 [...]

What a year! Now what?

By Brian Weisberger, Investment Analyst So, we are at the beginning of the New Year, and it is time for everyone to reflect back on 2014. This is that great time to do that final 2014 “housekeeping” for your portfolio and get ready for 2015. By now you have probably noticed that your capital gains [...]

Expired Tax Breaks, or Not for 2014?

By Cindy Szymanski, CFP®, Financial Advisor Bloom Asset Management The end of 2014 is fast approaching, and with it is another tax filing season. With our current administration in Washington, it seems more and more common to have to wait until the very last moment to find out of tax breaks really have expired or [...]

Money doesn’t always buy happiness

By Ken Bloom, J.D., LLM Bloom Asset Management Can money buy you happiness? As someone who lives in the world of money management and estate planning, certainly wealth building for the future is something I help clients with every day. But a recent article in the Wall Street Journal highlighted recent research that indicates that [...]

By Scott Whyte, AAMS, Financial Advisor, Bloom Asset Management I conduct a number of seminars to help people better understand their Social Security benefits, and usually I am talking to an audience of married couples or people who have recently lost a spouse and are trying to determine the best strategy for their situation.  An [...]

U.S. #1 in Oil and Gas Production

By Brian Weisberger, Financial Analyst Bloom Asset Management “We’re number one, we’re number one…”  I bet you didn’t realize that over the summer the United States surpassed Russia and Saudi Arabia, the former #1, in the production of Oil and Natural Gas around the globe. Now understand these global oil powers are not just idly [...]

So You’re Having a Baby?

By Jonathan Goldberg, J.D., CPA Bloom, Bloom & Associates So you found out you are having a baby. The first things that run through your mind are the cost of baby food, diapers, college education and for the first few months of your new baby’s life, the amount of time of lost sleep. However, having [...]

Charitable Foundations and Your Taxes

By Cindy Szymanski, CFP®, Financial Advisor Many of us make regular charitable donations. Whether it is cash to a religious organization or a favorite charity, or maybe clothing/household items to organizations like Purple Heart, Red Cross or the Salvation Army – most of us donate something to a non-profit organization by the end of the [...]

By Rick Bloom, J.D., CPA Bloom Asset Management Last week at a talk I gave I was approached by a couple who wanted to know my thoughts on reverse mortgages. They wanted to know if they were gimmicky or something that they should consider. My answer was that I did not think reverse mortgages were [...]

By Ken Bloom, J.D., LLM Bloom Asset Management Fall is a perfect time to begin tax planning for 2014, because waiting too long can be disastrous. This year tax planning is especially challenging because Congress has failed to act on many tax breaks that expired at the end of 2013. Given the gridlock in Washington [...]

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