Pre-Fourth of July Fireworks for Equity Prices

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It’s certainly been a tumulteous first half of the year in the stock market, with signs of upheaval, unexpected downward surprises, and disappointing returns for investors across the board. Worries about how Greece and several other European nations will handle their debt problems, and recent signs of weakness for our own U.S. economy, have certainly weighed in on our markets …

Estate Planning – 2011 and 2012 Present Window of Opportunity

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Watch this Video regarding Estate Planning – 2011 and 2012 Present Window of Opportunity – presented by Forefield. AudreaAudrea attended the University of Alabama in Tuscaloosa, where she majored in one of the first approved financial planning programs taught at the University level. In 1998 Audrea graduated from The University of Alabama in Tuscaloosa with a Bachelor of Science degree in …

Planning for Estate Taxes in 2011 and 2012

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Watch a video on Planning for Estate Taxes in 2011 and 2012 – presented by Forefield. AudreaAudrea attended the University of Alabama in Tuscaloosa, where she majored in one of the first approved financial planning programs taught at the University level. In 1998 Audrea graduated from The University of Alabama in Tuscaloosa with a Bachelor of Science degree in Family …

Estate Tax Changes Under The 2010 Tax Relief Act

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Watch this video about the Estate Tax Changes Under the 2010 Tax Relief Act – presented by Forefield. AudreaAudrea attended the University of Alabama in Tuscaloosa, where she majored in one of the first approved financial planning programs taught at the University level. In 1998 Audrea graduated from The University of Alabama in Tuscaloosa with a Bachelor of Science degree …

Rising Interest Rates and Your Portfolio

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AudreaAudrea attended the University of Alabama in Tuscaloosa, where she majored in one of the first approved financial planning programs taught at the University level. In 1998 Audrea graduated from The University of Alabama in Tuscaloosa with a Bachelor of Science degree in Family Consumer Sciences & Financial Planning. Audrea has over 19 years of experience as a Financial Advisor …

Stocks Start the New Year Higher

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Stocks started off 2011 on the right foot, as all the major equity indexes finished to the plus side during first week of trading in the New Year.  The ball dropped on the New Year with a nearly 100-point rally on the Dow Jones Industrial Average on the first trading day of the year.  And even though we ran out …

A Bumpy but Prosperous 2010

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Stocks turned in another decent year in 2010, with the Dow Jones Industrial Average gaining over 11.06% while the Nasdaq and the smaller-cap stocks as represented by the Russell 2000 jumped 16.92% and 25.3% respectively.  The broader Standard & Poor’s 500 Index also had a winning year with a strong 12.82% return.  However, for most investors and traders alike, it …

Tis the Season to be Jolly

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It’s definitely that time of the year to be ‘jolly’ given the holiday season and all, and the equity markets have certainly cooperated thus far in 2010.  With just five trading days left in the year, stocks are on track to have their best December since 1987.  And who would have ever guessed at the beginning of the year that …

The Santa Claus Rally is Alive & Well

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The equity markets continued to be in the holiday spirit this past week, as stocks celebrated the Christmas holidays along with some much needed good economic news.  Although the gains were somewhat muted and on light volume, stocks managed to keep its winning streak alive and finished at its highest close since September 19, 2008.  It marked the third-straight weekly …

Another Puzzling but Bullish Week

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It was another sort of puzzling but nonetheless bullish week of equity trading this past week, as the week’s modest gains happened to occur amid a whole lot of economic worries and unsettling economic developments.  Whether you took into account the fact that oil hit the $90 level for a barrel, or the fact that interest rates continued to climb …