Oil Services Stocks a Must Have?
Ted Parrish, CFA, was interviewed by Fox Business on March 15th. During the interview, he comments on the Energy sector and a defensive position in Consumer Discretionary. Watch the Interview
Brands Rally
Indices closed well into positive territory Thursday. Bank of America, JPMorgan Chase, and General Electric led the Dow’s ascent. Brands traded up on a variety of economic news.
Can I Provide Annuity Payments to My Heirs After I Die?
A stretch annuity can allow for the death benefit to be paid over several years, while the balance to continues to grow. Read more in this week’s Insurance Tip.
Keeping Track of Expiring and New Tax Provisions
A series of tax law changes began with 2011’s expiring provisions and include new laws starting in 2013. For a review, read this Tax Tip.
Session Ends Mixed
Indices ended mixed on Wednesday. The Dow and Nasdaq posted gains while the S&P 500 shed some points. Bank of America and American Express stood out among advancers on the Dow.
Election Year Tax Talk: Deciphering the Terminology
Taxes will be a hotly debated topic in the 2012 election. Here is a list of the topics candidates will likely discuss. Read more in this Tax Tip.
Stocks Rally
Stocks rallied today on Wall Street. The Dow closed at a high level not seen since 2007. Brands traded up on encouraging economic news.
There's Still Time to Contribute to an IRA for 2011
There is still time to save $5,000 ($6,000 for age 50+) for retirement for the 2011 tax year. You have until April 17th. Learn more in this week’s Financial Tip.
A Mixed Monday
Indices closed out mixed on Monday. Wal-Mart, Coca-Cola, Merck and Procter & Gamble led the Dow’s ascent. The S&P 500 posted fractional gains and the Nasdaq shed some points. Trading action was mixed amid news of a cooling Chinese economy and uncertainty over Greece’s second bailout package.
Federal Appeals Court Upholds $243,000 Damage and Fee Award for Employer’s Failure to Provide SPD and Election Forms
Interesting read: Employer’s failure to provide an SPD and a rollover form has cost $240,000+ in damages and fees. Read the article.