Useful News
Keep up-to-date with our Industry News page. Below you will find a number of useful and timely articles.
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January 2012 News Digest
01/12/2012
Happy 2012 to you, your friends, and your family! Please take a moment to read our latest News Digest as you prepare for the coming year.
Financial News
MarketWatch: Top Stories
The Federal Reserve's 2011 transfer of earnings on its securities portfolio to the U.S. government, an offshoot of quantitative ...
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MSN Money - Financial
Yahoo! Personal Finance
Reuters - U.S. consumer credit surged 10 percent in November, its biggest jump in a decade in a positive signal for the economy ...
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It's Your Money
Wallstreet Journal: Personal Finance
Winners' Circle: The top stock fund in our quarterly contest is a Pimco fund whose equity holdings are mainly index derivatives ...
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Mixing It Up: Here's how the outlooks of some investment advisers have changed heading into 2012.
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MSN Money - Latest Articles
Those who are struggling financially should avoid several industries that aim to exploit them. Fortunately, they can do so by ...
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Paying off a home loan by the time you stop working can mean greater financial security. Whether you start early or later in ...
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Tax Topics
CNN Money - Taxes
The IRS is giving taxpayers two extra days to get their taxes turned in this year.
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The IRS has collected $4.4 billion from two programs that allowed tax evaders hiding money in offshore accounts to come clean ...
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Yahoo! Finance - Taxes
[at MarketWatch] - It's only January, but it's not too soon to start thinking about getting ready to do your taxes. Read our ...
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December 2011 News Digest
12/01/2011
Happy Holidays! Please review the articles below for useful financial tips and information.
Tax Topics
Forbes: Taxes
Keep good records, donate appreciated stock, and don't expect a tax deduction for volunteer work.
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Taxpayers have a right to know and plan their tax obligation to their government. Withholding tabl
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Yahoo! Finance - Taxes
[The Wall Street Journal] - Epic failure in Washington is causing epic uncertainty for taxpayers. This week, Congress's special ...
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It's Your Money
Forbes: Retirement/college
Teaching the art of saving and smart spending will pay off for a lifetime.
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MarketWatch: Personal Finance
Deal-seeking crowds line up outside of stores from Best Buy to Wal-Mart to ring in retailers' biggest season of the year.
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MSN Money - Latest Articles
Baby boomers in particular need to avoid unwise choices with their investments and other retirement savings. These 10 aren't ...
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Shopping for the holidays doesn't have to mean a trip to the mall. Consider alternatives like local businesses or crafts fairs, ...
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Financial News
MSN Money - Financial
November 2011 News Digest
11/02/2011
Welcome to the November 2011 News Digest. This is where relevent tax and financial information in the news is collected for the benefit of clients and friends.
Tax Topics
Forbes: Taxes
Taxpayers have a right to know and plan their tax obligation to their government. Withholding tabl
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The IRS may have taken a page from Mrs. Helmsley's book in setting up its new Global High Wealth In
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Wallstreet Journal: Taxes
Heading off to school? Uncle Sam can help slash your bill.
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It's Your Money
Forbes: Retirement/college
It's hard to think of Christmas when you're busy beating the summer heat, but now is the best time to prepare.
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Before you sign your loan documents, make sure you know what you are getting into.
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CNN Money - Personal Finance
The big banks' race to backpedal on controversial debit card fees has picked up speed.
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Bank of America said Tuesday it's axing its plan to charge a $5 fee for customers who use their debit cards to make purchases.
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Financial News
MSN Money - Financial