At the end of the year, many people begin thinking about making year-end gifts to their favorite charities.  While making cash donations to the charity of your choice is certainly a convenient approach, here are other gifting strategies to consider:

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As the year winds down, it is always a good idea to review your tax situation to determine if there are ways to reduce your tax liability.  However, the uncertainty surrounding many tax changes is proving to make 2010 a very difficult year for tax planning. Here are several items that may warrant consideration prior to the end of the year:

» Continue reading “2010 Tax Planning – Uncertainty Abounds”

During the third quarter, equity markets recouped much of the losses incurred in the second quarter.  In fact, the Dow and the S&P 500 indexes advanced by more than 11% between July and September!

» Continue reading “Third Quarter 2010 Market Review”