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In a previous post we discussed the most common types of investment funds; mutual funds and exchange traded funds (ETFs).  This review will focus on a specific version of these funds, the defined [...]

With all of the uncertainty around the “fiscal cliff” and taxation in the future, how do we spend the last few days of 2012 making the best charitable giving decisions?  We know the current tax [...]

As 2012 comes to a close, investors are counting down the days until the end of the year, at which time the United States will go over the “Fiscal Cliff” (a set of deficit-reducing policies that [...]