| Form 1099 for tax year 2011 will look different as new cost-basis reporting rules kick in. Those who are prepared should be able to exercise more control over their taxes than the uninformed..

| Some people seem to take market gyrations in stride while others struggle.  This commentary discusses two keys to reducing stress when faced with uncertainty.

| A quick exploration of the pros, cons, and effectiveness of the most commonly discussed ways to counteract inflation within a portfolio. 

| Municipal bonds have long been considered relatively safe. Recent press has shed doubt on the safety of such securities. We go beyond the headlines to assess the risks.

| Investing exclusively in one's "best ideas" sounds like a good idea but owning too few securities exposes one to great risk.

| Many people take great care to design portfolios with specific risk profiles but implement in a way they lose the ability to maintain control over the exposure to those risks.

| Many are concerned that action by various governments around the world will bring higher interest rates which will hurt bond investors.  This review of bond behavior may lessen such concerns..

| Gold has intrigued man for centuries.  The headlines about higher gold prices have many wondering what role gold should play in an investment portfolio.

| A rigorous evaluation process, free of conflicts of interest, is critical to making sound financial decisions.

| No one seeks to buy an EIA, they are sold one. The EIA pitch
sounds like an offer for the elusive super-product.

| There are many brilliant, well financed, and insightful people in the financial world but few people will net a superior result from these traits.

| Explains why stocks have always recovered and rewarded diversified, patient, and disciplined investors.

| Discusses the new rules for taxation on the sale of a personal residence on or after January 1, 2009.

| Shares statistics on just how costly market timing attempts have been versus a disciplined investment approach.

| Highlights the importance of diversification, patience, and discipline.

| A quick primer on dividends and their effect on share prices.

| Discusses the value of collaboration and delegation in the relationship between client and advisor.

| A quick primer on the effects of currency fluctuations on an investment portfolio.

| Published December 2004, warns against the fervor for residential real estate and shares facts that debunk the myth of a personal residence as an "investment."

| Twists and turns that can be found in anyone's estate planning.