Investment Management  
       

 

 

 


 

Tax Law Advisors


The most important aspect in minimizing your tax bill is to get yourself abreast in the latest changes on tax law. There aren't much changes in the tax code this year, compared to last year and some of these changes might only affect people classified as falling in the high tax bracket category.

Theere was a significant drop in the Social Security payroll taxes for 2011 from 6.2% to 4.2%, which may explain the increase in pay for all employees.

 

Certified Financial Planner


With rising oil prices and turmoil in the Middle East, one of the biggest concerns for investors is whether to stay in cash or seek other investment options.

Since March 2009, the stock market has seen one of its longest bull runs in history. The SP500 managed to climb from 676 to 1,320. And this doubling in gains didn't even see any kind of 10% pullback or whatsoever.

Before deciding to pull out from your investments thinking this market may have peaked already, investors should first speak to their Certified Financial Planner or Financial Advisor to solicit some possible options, before finally acting on their own.

 

  

Investment Companies


In what is being regarded as one of the biggest bank acquisition in US history, it was reported recently that Wells Fargo is buying out Wachovia Corp.

With almost 15,000 brokers licensed to sell various investment products, Wells Fargo is considered the third largest brokerage in the US. Its brokerage unit alone earned $1 billion profit last year.

For the 4th Quarter of 2010 as reported in its mid-January earnings call, Wells Fargo posted significant gains in its loan portfolio performance as lending has risen for some time.