Category Archives: Current Events
Getting Off On The Right Foot in 2012
A look at some financial changes & the opportunities they may present. Every year brings some financial change, so here are some relevant changes relating to investment, tax and estate planning for 2012. Retirement plans. 401(k), 403(b) and 457 plan annual contribution limits rise slightly to $17,000, and you can contribute an additional $5,500 to [...]
Estate Plans’ Cloudy Times
This post is actually an article written by Epic Capital’s Managing Director, Edward Doughty, CFP® that was featured in the Charlotte Business Journal’s December 5th 2011 issue. Here is the article as it appeared, and in it’s entirety: The Congressional Joint Select Committee on Deficit Reduction (the Super Committee) failed at its task of finding $1.2 trillion in [...]
Year-end Tax Planning: 10 Things to Keep in Mind
The window of opportunity for many tax-saving moves closes on December 31. So set aside some time to evaluate your tax situation now, while there’s still time to affect your bottom line for the current tax year. With that in mind, here are 10 things to consider as the curtain closes on 2011. 1. Deferring [...]
European Rescue Package
Here is a great piece written by LPL Financial’s Chief Market Strategist, Jeffrey Kleintop. After seeing Jeffrey present back in early August in the midst of extraordinary market volatility, it became very obvious that he simply gets it. His observations are clear and concise, his forecasts very easily understood, and his knowledge level is second [...]
Why Europe Matters to Your Investment Portfolio
This is a great synopsis from our friends at Forefield, as to why the US financial markets seem to hang on every new piece of news out of Europe regarding their debt problems: Ever since the possibility of default on Greek sovereign debt has become headline news, a lot of people have found themselves wondering, “How [...]
A Financial Check-up from the Neck-up
We have all suffered through (and many are still suffering through) the second worst economic downturn in our country’s history. “I Was There” and no one is even handing out the proverbial free tee-shirt. But there have been signs of hope, as the stock market has rebounded well off its 2009 lows, corporations are in much better financial [...]
Budget Cuts & The Debt Ceiling
If we slash trillions from the federal budget, what does that do to our GDP? The summer of discontent stretches on. As July ebbs into August, we have no resolution on the federal debt limit issue. The possibility of default is still in play. Republican leaders want major cuts to entitlement programs as a condition [...]
The D Word Haunts Wall Street
Is there a chance that America could actually default on its debt? When will the debt ceiling issue be solved? The NFL, the NBA, the EU, Congress … wherever you look, it seems people would rather wrangle these days than resolve their differences. The U.S. Treasury has set a hard deadline of August 2 for [...]
