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We Are Moving To New, Larger Offices!!!

Effective May 25, 2007 our new address is:
1880 Century Park East #200,
Los Angeles, CA 90067-1600



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STOCK WATCH - WHAT TO DO ABOUT THE GAINS YOU HAVE (HOPEFULLY) MADE (and shame on your advisors if you have not...)

The Big Rally in Equities: What to do now


Rebalance your portfolio and consolidate some gains by all means. But trying to time the market's next downturn is foolish.  If you're a Rip Van Winkle investor (www.RVWInvesting.com)  and a strategic equity holder, simply stay the course and resist following the crowds.

Portfolio rebalancing is the process of bringing the different asset classes back into proper relationship following a significant change in one or more.

More simply stated, it is returning your portfolio to the proper mix of stocks, bonds and cash when they no longer conform to your plan. Click on "Full Article" for the whole story...

 

 



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LESSONS LEARNED FROM 2007 FILING SEASON

2007 TAX PLANNING STARTS NOW!

The just-ended tax filing season probably taught you a thing or two about what you might have  done differently in 2006. In hindsight, everything is 20/20.  At the time however, things often are not so clear.  The good news is that you can take some proactive steps between now and the start of next year's filing season. We're ready to lend you a hand. Click on "FULL ARTICLE" below to take a look at some key areas of your tax planning.

 



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TAX-SAVVY WAYS TO HELP EDUCATE THE GRANDCHILDREN

Here are three quick ways that grandparents can be generous and save the family a big tax bite. All it takes is a little careful structuring of your gifts.

Click on "FULL ARTICLE" below for the details.



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For years, we've heard that our personal savings rate is dismally low — and declining. Several causes have been proposed for the significant decline in personal savings. Click "Full Article" to find out what they are and why you may need to save more.
Copyright © 2008

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Good investing habits are needed to ensure that you follow through on your investment plan. Some tips to hone your investing habits follow.
Copyright © 2008

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GM to extend holiday shutdown, cut production
chron.com - Fri, 21 Nov 2008 18:38:50 GMT

 US Intelligence Report: World Headed for Multipolar Global Community
voanews.com - Fri, 21 Nov 2008 18:33:20 GMT

 Much-hyped European library site crashes hours after launch; overwhelming demand blamed
mercurynews.com - Fri, 21 Nov 2008 18:32:52 GMT

 Surprise! Missouri jobs picture brightens in October
stltoday.com - Fri, 21 Nov 2008 18:31:30 GMT

 Job cuts cast dark cloud over economy
cnn.com - Fri, 21 Nov 2008 18:31:27 GMT

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