The Dow Jones Industrial Average ended 2013 at a new record, the S&P 500 reached a high two weeks later, but by the end of January, things looked a little different. What is going on?
If you haven’t yet started working on your 2013 tax returns, here’s another reason to get motivated… Tax criminals and identity thieves may very well beat you to it.
The global equity markets had a rough start to 2014 with most major indexes posting losses. After a strong 2013 where the S&P 500 was up more than 30%, many market strategist and investors...
Standoffs, sequestration, shutdown, and suspense in Washington supplied the wall of worry that equities markets are said to be so fond of climbing. And climb it they did...
Learn about the maximum amount you can contribute to a traditional IRA or Roth IRA and the maximum catch-up contribution for those age 50 or older in 2014.
As the end of the 2013 tax year approaches, set aside some time to evaluate your situation. Here are some things to keep in mind as you consider potential year-end tax moves.
You might not enjoy sitting down to do year-end investment planning, but at least this fall you can make plans with greater certainty. Here are some factors to keep in mind as the year winds down.
In October, equities eventually managed to build on September's Fed relief rally, thanks to...
President Obama signed an 11th-hour deal, passed by Congress to end a partial government shutdown and pull the world's biggest economy back from the brink of a historic debt default.
The 3rd quarter of 2013 has come to an end. As we move into the last part of 2013, we at FineMark are here to help you navigate these obstacles.
You might think that those who are famous would be planning their estates properly. Yet, there are plenty of celebrities who died with inadequate or nonexistent estate plans.
After July's record closes for the S&P 500, the Dow industrials, and the Russell 2000, equities melted like ice cream in August. Renewed fears of Fed tapering, anxiety about the prospect of a...
We are now solidly into the 3rd quarter of 2013 and summer is coming to a close. The equity markets have remained strong throughout July after a brief rest in June. The focus remains on...
The American Taxpayer Relief Act of 2012, passed in January largely set the rules for tax planning in 2013 and beyond. As you consider your tax situation, here are a few things to keep in mind.
- 07/15/2013 - Good News Hurts the Markets?
- 07/15/2013 - Quarter 2 Market in Review
- 04/16/2013 - Estate Tax After the Fiscal Cliff
- 04/16/2013 - Quarter 1 Market in Review
- 03/15/2013 - IRA Contributions
- 03/15/2013 - Market Month in Review - February
- 02/15/2013 - Interest Rates and Estate Planning
- 02/15/2013 - Market Month in Review - January
- 02/15/2013 - Q&A: Social Security
- 01/16/2013 - American Taxpayer Relief Act Provisions
- 01/16/2013 - Annual Market Review of 2012