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Archive for February, 2014

Save Early, Save Often

By Scott Whyte, AAMS®, Financial Advisor         I believe many people invest with the mistaken assumption that what you invest in is what matters most as opposed to how much and how often you invest. Now, I certainly would agree that what you invest in matters quite a bit. However, when you […]

By Cynthia Szymanski, CFP® Financial Advisor It’s official – tax season is here! The IRS started accepting tax returns at the end of last month. Whether you have a tax professional prepare your tax return or you complete it yourself, new tax laws will make this year and the next couple of years more complicated […]

By Brian Weisberger, Investment Analyst This is your Independence Day!  No longer will you be dependent on foreign countries to supply your needs.  From this day forward we can operate as an independent global power… in Energy!  Since oil was first discovered in Texas more than a century ago, the U.S. energy industry has had […]

By Jonathan Goldberg, J.D., CPA If you have been named the personal representative of someone’s estate, you have been charged with protecting a deceased person’s property until all debts and taxes have been paid, and seeing that what remains of the assets are transferred to the deceased’s heirs according to their wishes. Unfortunately, being a […]

By Jack Riashi, Jr., CFP® Now that the Super Bowl is over, it’s time to look at the impact the game might have on the stock market. Not because of the amount of revenue a huge sporting event like the Super Bowl generates for the economy, but rather the infamous Super Bowl Indicator for the […]

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