IRS Voluntary Disclosure Deadline - August 31, 2011


IRS Voluntary Disclosure Deadline - August 31, 2011

As you may recall from our Planning Matters presentation last November with Will Todd of Davis LLP, the Internal Revenue Service (IRS) in the U.S. has increased their efforts towards gathering financial information...

Greece


Greece

In the last few weeks there have been a lot of headlines about Greece, full of sensational statements like “FTSE 100 drops as Greek debt crisis triggers global rout”. So what exactly is...

Are investors setting themselves up for disappointment?


Are investors setting themselves up for disappointment?

The low level of interest rates helped drive a significant amount of investor interest in income funds and fixed income investments. However, as improved signs from the economy point to an environment of...

Increasing Income and Reducing Portfolio Volatility Amid Low Interest Rates


Increasing Income and Reducing Portfolio Volatility Amid Low Interest Rates

Given the low yields available on fixed-income investments today and the volatile equity market conditions experienced over the past several years, many investors are looking for options that provide stable income necessary to...