2012 American Taxpayer Relief Act

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January 14, 2013  |  

2012 American Taxpayer Relief Act

Executive Summary On New Year’s Day 2013, Congress passed a far-reaching new law intended to avert the so-called fiscal cliff. The American Taxpayer Relief Act, signed into law by President Obama on January 2, 2013, impacts every taxpayer. Not only does the new law make permanent reduced income tax rates for most taxpayers, it extends […]

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November 15, 2012  |  

My Excellent Adventure…

I recently had the honor of being invited to speak at a The Raymond James Investment Conference in London and the Science of Investing Conference In Dusseldorf. At both conferences, I had the opportunity to share my experiences as an investment advisor over the last 28 years. The trip was one of the best experiences […]

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