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New Information Yields No Change to Investment Allocation

The latest information on global capitalization finds that the US now accounts for just 35% of the world’s equity markets.  Just ten years ago it was 50%.  Asia also owns 35%, Europe has 25%, and Latin America 5%. I spent a better part of Monday analyzing our...

Plan Now For Tax Increases

A brief AP story on an inside page of our local paper recently caught my eye. The headline was “Expiring tax cuts will hit all taxpayers.” One of the topics in the news this year has been whether Congress will take action to continue the Bush tax cuts from...

S-Corp Conversions, Stock Sales, and 1099’s

Watch this video on YouTube While most of the news coming out of Washington these days isn’t good for small business, there are a couple of bright spots in the new small business bill passed by Congress and heading to Obama’s desk for signature. One...

The New Frugality – Car Clubs

Bob Veres, Inside Information,  recently reported on an interesting trend: car clubs, where members pay an annual fee and then rent their cars, when they need them, by the hour on a pay-as-you-go basis.  The market leader, Zipcar in Cambridge, MA, has 400,000 members,...

First Financial Therapy Association Meeting a Success

Congratulations to Dr. Sonya Britt, K-State, and the Financial Therapy Association for convening an amazing conference.  While it was the first one of this newly formed organization, one would have never known that judging by the organization,...