By Thomas J. Connelly, CFA, CFP Chances are, you’ve noticed that the US stock market has offered booming returns over the past three or four years — up an average of 17.4% annualized in the past 36 months alone. Then you look at the money invested in...
By Thomas J. Connelly, CFA, CFP A democracy is always temporary in nature; it simply cannot exist as a permanent form of government. A democracy will continue to exist up until the time that voters discover that they can vote themselves generous gifts from the public...
By Thomas J. Connelly, CFA, CFP 1) Physical gold demand was not the problem, and has actually increased substantially since April. Indeed, the gold futures market is telling us there is a severe shortage of the metal at this time. The buyers are Asian...
By Thomas J. Connelly, CFA, CFP Two new laws were enacted in March of this year. On March 23rd, President Obama signed the Patient Protection and Affordable Care Act that was passed by the Senate on December 24, 2009 and by the House of Representatives on March 21,...
By Thomas J. Connelly, CFA, CFP The 3.8% Medicare surtax on investment income that starts in 2013 is the primary issue here. The mitigation or avoidance of this surtax is achieved by the employment of two tactics; reducing investment income and/or reducing MAGI...
