Archive | October, 2011

Sovereign Debt Downgrades: The Trend Continues

On September 19, Standard & Poor’s downgraded Italy’s sovereign debt rating by one notch to A from A+. The downgrade follows other recent downgrades of developed countries, including Portugal, Ireland, Greece, Spain, and the United States. The reasons given for the Italian downgrade are similar to those behind the other downgrades: mounting government deficits and […]

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Washington Hotline – October – Week 4 – 2011

Senators Support Charitable Deductions On October 18, the Senate Finance Committee held a hearing on charitable deductions.  Senate Finance Committee Chair Max Baucus (D-MT) opened the hearing with a statement of support for “rural philanthropy.”  He noted that many non-profit organizations in his home state of Montana were particularly focused on assisting those in the […]

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Strategies for Building a Laddered Retirement Portfolio

Key Points What Is Laddering? Perpetual Bond Laddering Comparing the Continuing Cash Yields of Two $100,000 Investments Comparative Performance Over Various Long-Term Horizons Laddering With a Fixed Term in Mind Work With a Professional Points to Remember If the goal of saving for retirement is to provide financial security, then a key objective of retirement […]

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Washington Hotline – October – Week 3 – 2011

Both Parties Lobby Supercommittee Members As the Joint Select Committee on Deficit Reduction continues its closed-door deliberations, both Democratic and Republican Members of Congress continue to advocate specific tax positions.  The Supercommittee is tasked with finding a deficit solution of at least $1.2 trillion and hopefully $1.5 trillion.  The November 23 deadline is rapidly approaching […]

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ETFs for the Active Trader

Synopsis: For the active individual investor, exchange-traded funds (ETFs) are multifaceted tools that offer opportunities to execute sophisticated investment strategies. For investors who prefer active trading to buy and hold, for example, ETFs may be an appropriate alternative to individual securities because they offer targeted yet diversified exposure. Investors may also consider trading options on […]

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Finding Value in a Beaten-Down Market – AAM October 2011 Newsletter

Email Newsletter Website :  http://p0.vresp.com/fc4t8o Markets Stocks slid lower for the 5th straight month and for the 6th month out of 9 this year.   Continued concerns around European debt and the possibility of a second global recession weighed on the markets.  The S&P 500 index closed out the worst quarter since 2008 with a 7.18% […]

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Washington Hotline – October – Week 2 – 2011

Support for Mortgage Deduction Senate Finance Committee Chairman Max Baucus (D-MT) has been holding a series of hearings on major tax reform.  The hearings focus on potential changes in itemized deductions.  If itemized deductions for medical care, mortgage interest, state and local taxes or charitable gifts are reduced, then it may be possible to lower […]

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