Client & Advisor Update - Archives

December 27, 2011 - Majority of Wealthy Families Unprepared for Wealth Transfer

December 19, 2011 - Thanks to lawmakers, year-end tax planning a toss of the dart

December 12, 2011 - Are We Japan?

December 05, 2011 - Market Watch Summary

December 05, 2011 - Market Watch Summary

November 28, 2011 - Economy could get bumpier if tax cut expires Dec 31

November 21, 2011 - All Eyes on Washington

November 14, 2011 - Retirees need fewer stocks, more annuities

November 07, 2011 - Americans spending more with income almost flat

October 31, 2011 - No U.S. Recession As Forecasts Improve

October 17, 2011 - Biggest S&P 500 Rally Since 1998 Seen by Barclays, UBS Evading Bear Market

October 10, 2011 - Three Most Important Retirement Questions

October 03, 2011 - Shareholders rejoice; Bonds fund Buybacks

September 26, 2011 - President's Jobs Bill Contains Many Tax Proposals

September 19, 2011 - Retirement Products: rising costs, fewer providers

September 12, 2011 - What to Ask Before Buying an Annuity

September 07, 2011 - Seven Steps to a Sound Retirement

August 22, 2011 - Congress Not Likely to Tackle Tax Reform

August 08, 2011 - 5 Retirement Mistakes Boomers Should Avoid

August 01, 2011 - Debt Deal in Washington could be monumentally bad for savers and investors

July 25, 2011 - Social Security payout choices can be confusing

July 11, 2011 - The 25 Documents You Need Before you Die

July 05, 2011 - Preparing for the Worst

June 20, 2011 - Some of the Wealthy Desire Greater Financial Discipline

June 13, 2011 - Nailing Down New Estate and Gift Tax Exemptions before they dissappear

June 06, 2011 - U.S. Economic Recovery is Faltering

May 31, 2011 - People plan to work into their 70's or later

May 24, 2011 - Rish default? 'You've got to be kidding'- Geithner

May 16, 2011 - Majority of Americans Underestimate Healthcare Costs in Retirement

May 09, 2011 - Twenty Top Tax Breaks in the New 2010 Tax Act

May 02, 2011 - Fed Takes Foot off the Gas

April 26, 2011 - Tax Advisers: Higher rates are coming

April 11, 2011 - Advanced-Nation Debt Risks Future Fiscal Crisis

April 04, 2011 - Using Trusts for Asset Protection

March 21, 2011 - Families Slice Debt to Lowest in 6 years

March 14, 2011 - 5 Ways to Avoid an Audit

March 07, 2011 - Split Decisions- Companies fall into two camps when it comes to deploying their cash

February 28, 2011 - Don't Overlook Tax Efficiency

February 21, 2011 - Fed Forecasts Faster Growth as Economy Improves

February 14, 2011 - Sophisticated Estate Planning Strategies

February 07, 2011 - Economists say growth in U.S. is likely to continue

February 04, 2011 - When Less Cash is a Good Thing

October 25, 2010 - Retirement Priorities Shifting for the Rich

October 18, 2010 - What's Next for Real Estate?

October 04, 2010 - Buffett Rules out Double-Dip Recession Amid Growth

September 20, 2010 - Correction: Last week we reported the following

August 24, 2010 - What's up with the estate tax?

August 20, 2010 - How Early Retirees Insure their health

August 20, 2010 - Long-Term care Insurace: Costs & Benefits

July 27, 2010 - A To-Do List for Settling an Estate

July 21, 2010 - Client & Advisor Update - July 19, 2010

July 12, 2010 - Roth IRA Conversion Blessing or Curse?

July 06, 2010 - What's in Obama's Portfolio?

June 28, 2010 - Annuities Can Limit Longevity Risk, Expert Says

June 21, 2010 - Boomers’ Retirement Challenges Ahead

June 14, 2010 - State's Business Tax Falling Well Short

June 07, 2010 - Europe – Is There Value?

June 01, 2010 - Health Bill's Tax Toll: What will it mean for the affluent?

May 24, 2010 - Euro vs. Dollar is a Race to the Bottom

May 17, 2010 - A Friend’s Story

May 03, 2010 - Grantor Retained Annuity Trusts: Here Today, Gone Tomorrow?

April 26, 2010 - Significant Investment Frauds

April 19, 2010 - Is Medicare A Mystery? Test Your Knowledge

April 12, 2010 - Giving More to Both Kids and Charities

April 05, 2010 - 2010 IRS Tax Scams

March 29, 2010 - Healthcare; What You Could See…

March 22, 2010 - No long-term-care insurance? Uh-oh

March 16, 2010 - Why Exchange Traded Funds?

March 08, 2010 - The Right Way to Squirrel Money from the Taxman

February 22, 2010 - Thinking About Munis? Make Sure You’re Making Wise Picks

February 15, 2010 - Next Stop, Consumption Junction

February 08, 2010 - Hearings Highlight Tax Hikes in 2011 Budget

February 01, 2010 - Working Longer: What's A Post-Retirement Job Worth?

January 25, 2010 -

January 18, 2010 -

January 11, 2010 - Next stage in market rally? Flight to quality

January 04, 2010 - From dot-coms to subprimes, it's been a decade of decadence

December 28, 2009 - Year In Review

December 21, 2009 - Jobless Recovery and the Failure

December 07, 2009 - Where Are We?

November 30, 2009 - Long-Term Outlook for Interest Rates

November 23, 2009 - The Biggest Risk to the Plan

November 16, 2009 - 10 Questions to Ask Yourself

November 02, 2009 - The “V” Points Downward

October 26, 2009 - Is Estate Planning Still Necessary?

October 19, 2009 - Quarter End Review

October 12, 2009 - Market-linked CDs Bolster Structured-products Industry

September 23, 2009 - Moving in the right direction but be aware of the crosscurrents

September 23, 2009 - Retirement Planning Strategies: Ten Things Not to Assume

September 08, 2009 - Most red ink ever: $9 trillion over next decade

August 31, 2009 - Adding guarantees to the mix

August 27, 2009 - Market-linked CDs Bolster Structured-Products Industry

August 17, 2009 - Market-linked CDs Bolster Structured-Products Industry

August 11, 2009 - Pre-Retirees, Retirees Switch To Roth IRA

August 03, 2009 - Stealing a Recovery

July 27, 2009 - In Search of Unconventional Thinking

July 20, 2009 - Recovery is a Year Away

July 13, 2009 - Five Reasons to Avoid the Gold Rush

July 06, 2009 - When Social Security Is Taxed

June 22, 2009 - Tax proposal has silver lining for IRAs, Social Security and capital loss limits

June 15, 2009 - The New Normal

May 28, 2009 - Markets Often Rebound Before the Economy

May 18, 2009 - Wall Street's World Turned Upside Down

May 11, 2009 - When will retirement savings rebound?

May 04, 2009 - Now may be the time to buy that vacation home

April 28, 2009 - Financial markets face a lost generation of investors
Collateral damage from economic crisis has long-term impact

December 01, 2008 - Tax Saving Strategies
If your goal is to lessen your 2008 tax burden, here is a checklist of actions based on current tax rules that may help you save tax dollars if you act before year-end:

November 24, 2008 - Anticipation of L-Tryptophan Induced Coma Results In Typo Error
An alert reader of last week’s Update was quick to point out that retailers do not, in fact, traditionally call the day after Thanksgiving “Black Thursday”. Yes of course, that would be silly. As we all know, it is known as “5am Door Buster Specials Black Friday.”

November 17, 2008 - Another Dismal Week
The financial markets were forced to confront a variety of awful consumer and economic news, an announcement of major changes in the government’s bailout plan, the specter of a GM bankruptcy, and the realization that a lame-duck administration and Congress are very unlikely to get anything meaningful done until after January 20, 2009.

November 03, 2008 - October Markets A Fright Fest
Stocks bounced back last week, putting together back-to-back gains on Thursday and Friday for the first time in October. However, it was one of the worst months in Wall Street history. Standing alone, last week looks impressive, with the Dow Jones, S&P 500, and NASDAQ all soaring nearly 10 percent. Yet last week's gains are a reflection of all the selling in previous weeks.