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Medicare Tax on Investment Income

June 20, 2012
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  Beginning in 2013, high-income individuals may be subject to a new 3.8% Medicare contribution tax on some or all of their unearned income. For more information, click the link to the video below: Medicare Tax on Investment Income   *image used courtesy of stock.xchng

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Europe and the Summer of Uncertainty

June 14, 2012
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It’s no secret that what’s happening in Europe is driving financial markets worldwide. Even if you have a sound asset allocation strategy and a well-diversified portfolio, it’s hard to ignore the fact that this summer seems to have the potential for turbulence. Markets dislike uncertainty, and at this point uncertainty is high, particularly in advance…

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Investing in Bonds

June 11, 2012
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Bonds may not be as glamorous as stocks or commodities, but they are a significant component of most investment portfolios. Bonds are traded in huge volumes every day, but their full usefulness is often underappreciated and underestimated. Why invest in bonds? Bonds can help diversify your investment portfolio. Interest payments from bonds can act as…

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Best Buying Market in Years?

March 21, 2012
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In the 1-year following its 3/09/09 bear market closing low of 677, the S&P 500 gained +68.6% (i.e., change of the raw index not counting the impact of reinvested dividends) through 3/09/10, its best 1-year performance after a bear market low in the last 60 years. In the 2nd year following its 3/09/09 bear market…

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