Insights from Vogel Consulting and PinnacleCare; the connection between planning for health and wealth
In the investment world, all performance reports compare investment managers to one or more benchmarks, and many reports include a weighted or global benchmark for the entire portfolio. But what about the asset allocation, how is it judged?
So, with approximately two weeks left in the year, have you decided to recognize all you can? What is an investor to do? It depends on the investment.
The uncertainty surrounding the November elections in the U.S. is behind us. However, much uncertainty remains.
In an effort to answer our client’s questions, and provide a better understanding of their portfolio positioning, we have developed a “different view”.
This is Rhona Vogel’s philosophy: to provide client centric services with a depth of integrated and unbiased investment advice.
By changing the reporting requirements for capital asset sales the Internal Revenue Service (IRS) will increase their ability to verify and track these sales. To facilitate this process, the IRS has modified two existing tax forms and created one new form.
The Internal Revenue Service (IRS) has imposed new cost basis reporting rules for securities sales. Getting the correct basis recorded is important because it will set the “bar” for how much you pay on future gains.
Every family has values, right? Do the decisions you make as a family accurately reflect your values?
The equity markets have had a dramatic decline in recent days with the S&P 500 index declining over 6% Monday.
There is a commonality between the professional athlete and the business professional.
President Barack Obama’s budget proposal for the 2012 fiscal year resurrects a number of tax increases previously introduced in Congress and sets the stage for an ongoing battle among lawmakers as they tackle our continuing deficit problem.
Families seeking to protect and grow multigenerational financial wealth might ask, “Should we own gold”?
As Congress recessed until after the November elections, our elected officials left taxable investors with many uncertainties concerning their potential income tax liabilities.