These are 5 areas you may need help with in April

Tue, 04/20/2010 - 17:00 — ousmaned

Five items we can help you with this month:

  1. Review your tax return to find ways to save you money. Don't wait till tax deadline approaches again, it will be too late.
  2. Rebalance your investments now that the market has recovered a lot ground. There is also an old adage in Wall Street that goes like this, "Sell in May and go away." What about this year?
  3. Do you have education savings accounts? Do you have a child who will be attending college in September? Your investment choices need to be updated regularly based on when your child will use his or her funds and the performance of the market.
  4. Are you about to make a major purchase this summer? What do you need to look out for?
  5. Should you increase the amount you are saving for retirement?

We look forward to your specific questions. Click on contact us to send us your questions.

Comments

Thu, 08/12/2010 - 20:13 — ousmaned

A new conundrum? How long will it last?

Markets in the US do not seem to know which way to turn.

We have an interesting situation where companies in general have figured out a way to make more money with less while the economy as a whole has yet to recover from the downturn.

The question to ask is: would it last? in other words, for how long can companies continue growing profits while the average Joe has a hard time making ends meet or finding a job?

A quarter? 6 months? 1 year? A long time?

What do you think?