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Archive for January, 2015

By Ken Bloom, J.D., LLM Bloom, Bloom & Associates  If you own a small business, this time of year you are making sure your employees are receiving their W-2s and hopefully are getting your taxes organized.  But one thing that may get lost on your desk is the Annual Statement or Report you are required […]

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 […]

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