Client Alerts
Federal Income Tax Landscape- What's Changing, What's Not.
With the latest legislative calendar being as complex and confusing as it has been, there's no shortage of questions regarding what the tax code holds in store for 2012 and 2013. This Client Alert Video will give you some useful background information that you can use in reviewing the remaining and changed provisions of the tax code that might impact you this year and next.
What does this video mean to you?
The tax code offers preccious few opportunities for planning but have a sound understanding of the more salient provisions that impact individual tax payers can be helpful in both preparing for your tax filing as well as to work with your advisors in crafting a long term strategy.
Dealing With Market Volatility
While this latest spat of volatility seems to be the most troubling, the fact is that market volatility can be and often is a somewhat regular occurence. In this video you can learn more about the various times when market returns have been both overtly good and bad.
What does this video mean to you?
It's easy to have your confidence undercut by volatile markets. But, you have a long-term game plan and a portfolio built to match your timing for your goals and objectives. While short run returns do have a near term impact, it's the average of the highs and lows that result in above average long-term performance.
The U.S. Debt Ceiling
Concerned as you might be, the video below provides an overview of the Goverment Debt Ceiling and helps to frame the current debate.
What does this video mean to you?
Even though the future is unknowable, we urge every client to remain calm, even in the face of this uncertainty. Remember, you have a structured game plan for the management of your money and finances and while short term affairs may be unsettled, we're confident that in the longer-term, staying the course on matters will win out.
Interest Rates and Bond Prices
Here's a short video on the historical relationship between interest rate and bond prices, and how this can impact your investment portfolio.
What does this video mean to you?
Because the future is uncertain and we can't know exactly what will happen, talking regularly with your financial planner can help to keep your portfolio in shape and poised to taken advantage of trends in the markets. This can keep your financial plan up to date and helps to keep you on track towards meeting your long-term goals and objectives.
To learn more about the relationship between interest rates and bond price movements click here for an article from Charles Schwab Research telling you more.
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