Are U.S. Markets Bubbling Up? With new all-time highs this week in the S&P500 and the Dow Jones Industrial Average (DJIA), many are starting to worry about potential bubbles, especially in equity markets. With the Federal Reserve purchasing $85 billion…
“What’s a wealth manager anyways? Don’t you all call yourselves wealth managers? I can’t tell any of you apart. ” That question has been asked of me many times over the years, so I thought I’d offer an answer today. In…
As you meet with your CPA this tax season, I suggest you give them the following list of questions. Some CPAs may be too busy to do comprehensive tax projections as part of the tax-preparation appointment, but that should not preclude you from asking the following.
This article originally appeared in the Santa Barbara Independent online on July 7, 2009. To see the PDF of the article, click here. Strange Things Can Happen If You’re Not Careful By Kevin Bourke Tuesday, July 7, 2009 When Kari Kennedy’s…
This article originally appeared in the Santa Barbara Independent online on July 11, 2007. To see the PDF of the article, click here. By Kevin Bourke Wednesday, July 11, 2007 I’d like to support a local nonprofit organization, what are…