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

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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Personal Inflation Rate

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Cash Flow Analysis

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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.

Settling on a Salary

As a company's profit situation improves, business owners may be in a position to decide whether to take home a larger salary or use more of the proceeds to invest for the future. This article discusses the possibility of choosing a business-owner salary that allows for other benefits, such as building the business, saving more for retirement, and adding employee benefits.

Doing Your Heirs a Favor

Although a will and a trust specify disposition of assets, many other details of an individual’s final wishes might be explained in a letter of instructions. This article offers some topics to consider addressing in the letter to help loved ones make decisions and take care of final arrangements.

Be Ready for a Change in Interest Rates

Fluctuating interest rates can be challenging for bond investors who want to reinvest their principal. When rates are low, they may have to accept lower yields; when rates rise when principal is tied up, they may not be able to benefit. One strategy to help manage reinvestment risk is to build a bond ladder.

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