Ask
Tracey
& Louise
We
enjoy sharing
our wealth
of financial
knowledge
almost as
much as we
love making
people money!
Along
with our
weekly
radio show
where we
discuss
current
issues
and trends
in financial
investments
and markets,
we have
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where you
may submit
questions
and a LIVE,
Internet
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radio show.
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Archive
of our Investment
Newsletters
December 15, 2011 : In a volatile market, a balance between stocks and fixed income/bonds yields an average of 8%.
August 15, 2011 : It's never as good or as bad as they say it is -- we ARE resilient
August 1, 2011 : It's a GREAT time to buy stocks
May 2011 : Recovering markets, the S&P, Oil is in the news
March 2011 : Getting Used to Panic; Accessing Saxony/Pershing Accounts; Last Minute Tax Info.
February 2011 : 2010 Indexes
December 2010 : Your end-of-year to do list: convert IRAs to Roth IRAs & more
September 2010 : Yo-Yo Markets
August 2010 : Income Tax Increases Coming In 2011: What will happen in 2011?
July 2010 : As we pass the midway point in the 2010, we note significant tax changes.
June 2010: Savers vs. Investors: Investors tend to be compensated for taking risk and living with uncertainty - especially in the long term.
February 2010: positive factors in the current recovery and the New Estate Tax
January 2010: Roth Conversions – They’re Complicated!!
January 2010: Looking ahead in 2010
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