As we do each year and with a spirit of Thanksgiving, we would like to thank all of our clients and friends for their confidence and support over the past many years. While we remain focused on our business and… Read More
Rather than breathing a sigh of relief that the U.S. debt ceiling debate has been resolved, the markets have registered a precipitous decline. Then, adding insult to injury, the Standard and Poor’s ratings agency downgraded the credit rating of the… Read More
I returned Wednesday from Orlando where I attended a meeting known as the Fidelity Executive Forum. Each year, Fidelity invites a group of successful advisors from around the country, along with the Fidelity executive team, to hear from an impressive… Read More
As he does each year in Berkshire Hathaway’s Annual Report, CEO Warren Buffett has written his annual letter to shareholders. The letter includes a great deal of information about the performance and operation of the company. In addition, we all… Read More
Happy New Year! May we suggest a resolution?
There was good news on the estate and gift tax front included in the package of tax bills that passed at the end of 2010. As we ring in the New Year, you… Read More
Well, not exactly Christmas, but, in a remarkable bit of bipartisan legislation, the Senate and House overwhelmingly passed a two year extension of the otherwise expiring Bush tax cuts. President Obama signed the legislation on Friday afternoon.
This… Read More
Review Your Investment Portfolio – Harvesting Tax Losses
Each year, we assess our clients’ taxable gains for the year and review each of their portfolios to determine if there are securities that could be sold to recognize tax losses. By… Read More
In the spirit of Thanksgiving, we would like to thank all of our clients and friends for their confidence and support over the past year. We have much to be thankful for. While we remain focused on our business and… Read More
Larry Maddox recently returned from Schwab’s IMPACT conference in Boston where he listened to a presentation by Greg Valliere, a well known Washington political analyst who focuses on the efforts of the White House and Congress to shape fiscal policy.… Read More
5851 San Felipe Suite 700
Houston TX 77057
(713) 748-7000
Portfolio Review for 2011 Tax Loss Harvesting Opportunities
Each year, we assess our clients’ taxable gains for the year and review each of their portfolios to determine if there are securities that could be sold to recognize tax losses. By selling loss positions and recognizing the loss, an… Read More