Tag Archive

Wealth: Treasury Fears; Bullish on the US Dollar

Published on January 26, 2011 By Wall Street Journal

There are a few reasons investors might be wary of the Treasury market, says
Brett Arends. Yet investment strategist Richard Bernstein explains why he’s bullish on the dollar. And, advisers can help clients take emotions out of their investment decisio…

News Hub: Are You a Secret Apple Shareholder?

Published on January 19, 2011 By Wall Street Journal

You may not know it, but you are probably a secret Apple stockholder. And maybe a big one. Brett Arends explains why.

AM Report: ‘Temporary’ Tax Code, Lasting Problem

Published on December 14, 2010 By Wall Street Journal

The U.S. tax code is slowly being turned into a temporary patchwork of provisions that need to be addressed every year or two, depriving individuals and businesses of the predictability they need for long-range plans. John McKinnon discusses. Also, Bre…

Wealth: Bonds, Gold and Money in the "Cloud"

Published on November 18, 2010 By Wall Street Journal

Are advisers investing too much of their client’s money in bonds? Plus,
Brett Arends gives a tip on how to play the gold market. And, there’s
plenty of money to be made in tech-you just need to know where to look.
Watch our Wealth Adviser video series …

PM Report: Will Mortgage Deduction Survive?

Published on November 11, 2010 By Wall Street Journal

The deficit commission has taken aim at one of the sacred cows of the tax code: the mortgage-interest deduction. Nick Timiraos discusses proposed changes and Brett Arends looks at the likelihood they will actually become law.

Agi Anderson, CDPE, compiled changes made to Make Affordable HARP refinancing program, October 2011 ~ to see if you qualify, just enter your name and email to request HARP guidelines. (make sure to check spam for email confirmation)