Lincoln Anderson, Managing Director, Chief Investment Officer for LPL Financial offers commentary now that we are in the thick of a recession.
With the election behind us, we can now concentrate on sorting out this mess and limiting the damage to the economy and financial markets.
As we head into the home stretch of 2008, it’s a good time to talk about financial routines that apply to this season of the year. Knowing the facts about our situation places us on the path to freedom, and now is the perfect time to find out if we are paying more than our fair share of taxes. After all, by the time we actually file our tax returns it will be too late to reduce our bill.
One financial certainty is that the tax code will change. The enclosed flyer describes some federal tax tips that need to be reviewed. It is our recommendation that you discuss these tips with a tax professional.
Short & Company is offering a review and analysis of last year’s tax returns, complete with an advisory letter summarizing their findings. Several of our clients have hired Short & Company, and in almost every case they were able to identify significant potential tax savings.
Your financial success depends not on how much you earn, but how much you keep. The amount we pay in taxes can be managed and potentially reduced by getting the proper advice. If you haven’t utilized tax advice in the past, we recommend you do it now.
John Short or Chris Oberreuter are available to look over your tax return and provide a free estimate. Give them a call today at 993-4640.
In response to recent events you are invited to a Town Hall Meeting hosted by Compass Financial on November 20th, 2008 from 5:00 PM - 6:30 PM. The agenda will consist of a Question and Answer session to address your concerns about the economy, the stock market, taxes and financial planning. We will briefly review current economic and stock market conditions, as well as discuss questions you have regarding the new presidential administration and how it may impact your household. Please join us at Connxions, just off of the Douglas exit off I-80, close to Maverick Grill, 3901 121st Street, Urbandale.
Beverages and pastries will be served.
Please RSVP as soon as possible to Michele at 515-327-1020 Ext 1
Securities offered through LPL Financial
Member FINRA/SIPC
MSN Money staff put together 20 steps to protect yourself from identity theft -- and seven ways to clean up things if you become a victim.
Thieves may sell your information on the black market or use it to obtain money, credit or even expensive medical procedures. Unless you are vigilant in protecting your records, you'll have to work even harder to repair the damage to your credit. The average victim spends 30 to 40 hours rectifying the problem.
Jeffrey Kleintop, CFA Chief Market Strategist for LPL Financial offers commentary on Election 2008. Highlights include information regarding both Presidential and Senate races, factors that affect stock market valuation, and how investors display preferences for the incumbent party. Compass Financial - Weekly Market Commentary Nov 3 2008
Adam Norman, Research Analyst, Fixed Income Strategy for LPL Financial provides an update on the high yield market. Financial market turmoil and fears of a prolonged recession have caused the high yield bond asset class to experience its worst selloff in history, sending yield spread to their widest levels ever.
Lincoln Anderson, Managing Director and Chief Investment Officer for LPL Financial looks for indications that the bottoming process is working through after another bad week with the market. The Dow fell 473 point over the week ending last Friday, more than erasing the 401 point gain the prior week.
Lincoln Anderson, Managing Director and Chief Investment Officer, for LPL Financial, offers commentary on the equity market and the high volatility investors are having to deal with right now.
Buy American. I Am. is an article written by Warren Buffett for the New York Times published on October 17, 2008.
The financial world is a mess, both in the United States and abroad. Its problems, moreover, have been leaking into the general economy, and the leaks are now turning into a gusher. In the near term, unemployement will rise, business activity will falter and headlines will continue to be scary.
Congratulations to Craig Greer upon completion of basic training, AIT and Airborne School at Ft. Benning, Georgia last month. Craig will be serving in the United States Army in Anchorage, Alaska. Craig is the son of Compass employee, Julie Greer and her husband Steve.
Securities Offered Through Linsco Private Ledger
Member FINRA/SIPC
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