According to a new report from Cerulli Associates “Advisor Migration: The Changing Landscape of Retail Distribution” independent financial advisors including registered investment advisor firms independent broker-dealers and dually-registered advisors are gaining market share.
According to the Employee Benefit Research Institute (EBRI’s) 2011 Retirement Confidence Survey more than half of the 1260 respondents surveyed were not confident that they’d be able to afford the retirement they desire.
With the recent passing of Apple’s Steve Jobs and from the interviews of a hundred entrepreneurs I have conducted I have been thinking a lot about entrepreneurs and the amazing contributions they make to our society.
The Holidays are a time of tradition and giving.  For nine consecutive years we offered to make contributions to charities in honor of our clients instead of sending gift baskets duing the Holiday Season.
We are proud to have contributed $4700 to 20 local and national charities and $12460 to the following six local charities in honor of our clients:
It may have seemed a ways off when this provision was first introduced into the tax code but starting in 2013 couples filing jointly with more than $250000 of Modified Adjusted Gross Income (MAGI) ($200000 for single filers) will owe a 3.8% Medicare tax on the lesser of net investment income—including interest dividends capital gains annuities rents and royalties—or
A client recently reminded me of a list I distributed a few years ago. I do not recall where I found this list or when I sent it.  However she liked it so much that she has it posted at her desk. And I am taking this opportunity to share it again on the first day of the New Year!.