Jim Garber, CFA
First Vice President-Investments

Sean Balog, CMT
Associate Vice President-Investment Officer

Now that we are no longer on the radio we have decided to update our website with new features that will be added as we go forward.  For starters, we have added a weekly podcast to our educational opportunities.  This will be a  compilation of what we think were the most fundamentally and technically important items that happened that week.  We think you will find it valuable.

We are also going to be able to archive six or seven of these on the site.  So if you miss a week or two there will be no need to worry.  They  will be there when you have time to listen.  Unlike our radio show the podcast will only be about 10-15 minutes and jam packed with useful information.  Please check it out.

As we go forward we will be adding new workshops, newsletters, webinars and more.  So please come back to our website often to read or listen to what we have to say is going on in the markets and the economies of the world.

As always, should you want to contact either of us please do not hesitate to give us a call.

 

Enjoy our website!

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Calculators

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Credit Card Debt

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Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

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Newsletters

New Opportunity Under the Federal Gift Tax

The 2010 Tax Relief Act raised the lifetime gift-tax exclusion to $5 million. This means it could be a good time to make the most of tax-free gift transfers. If so, it's important to understand the annual and lifetime gift exemption limits, as well as which gifts might not be subject to them.

To Roll or Not to Roll: It's Your Choice

Some employers are encouraging departing employees to leave their retirement savings in their employer plans. But employees should make any decisions based on their own needs and concerns, not the former employer's. Read about the pros and cons of rolling over retirement plan assets to an IRA.

The Difference Between the Debt and the Deficit

The terms "debt" and "deficit" are often used interchangeably to describe the federal government's financial situation, yet they have significantly different meanings. This explanation of the budget deficit and the national debt may help readers understand the conversation.

Tax Law Keeps S Corporations Attractive

S corporations are more common than C corporations and partnerships, perhaps because they are not subject to the corporate tax. Instead, profits and losses flow directly to shareholders, who are currently taxed at lower individual income tax rates. Read why reorganizing as an S corporation may be a smart move.

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