- Good Greece. Bad Iran.
Provided by Russ Story, CSA RFC, February 20, 2012
Despite a turbulent week filled with mixed news from Europe and rising Middle East tensions, stocks closed higher on hopes that Chinese assistance would mean a bailout plan for Greece. The S&P 500 closed at 1361.23, a level not seen in nearly a year, having gained 8.2% so far in 2012. Other major indexes also rose for the week, the Dow advancing 1.2% and the Nasdaq climbing 1.7%. Read more
White Papers of Interest
- Your Year-End Financial Check-Up
Provided by Russ Story, CSA RFC, December 06, 2011
Seven aspects of your financial life to review as the year draws to a close. Read more
- 2011 "Stretch Drive" Tax Guide
Provided by Russ Story, CSA RFC, December 06, 2011
Year-End Tax Moves to Consider. How would you like to save hundreds or even thousands on your 2011 federal tax return? Some year-end moves might allow you to do just that. Read more
- Investing in a Rising Interest Rate Environment
Provided by Russ Story, CSA RFC, July 13, 2011
After peaking in 1981, U.S. interest rates have been on a fairly steady 30-year secular decline and now stand near all-time lows, having reached levels not seen since the 1950s. But with the U.S. economy stabilizing and the federal funds rate near 0%, it appears probable that the Federal Reserve (Fed) will have little choice but to begin raising the federal funds rate in the near term. Read more
Articles Presented By Russ Story
- The Small Business Act
Articles provided by Russ Story, CSA RFC, September, 2010
The long-stalled Small Business Jobs Act cleared a big hurdle on September 16 - it passed by a vote of 61-38 in the Senate. The measure will almost certainly pass in the House and become law later this month. So what is in this bill? Read more
- Obama's Midterm Tax Proposals
Articles provided by Russ Story, CSA RFC, September, 2010
Many Americans are frustrated with the pace of the economic recovery; many Democrats are worried that their party will lose its majority in the House and Senate. As elections loom, President Obama has offered a new platform of tax initiatives for Congress to consider and potentially approve. Read more
- Which Financial Documents Should You Keep On File?
Articles provided by Russ Story, CSA RFC, December 2010
You might be surprised how many people have financial documents scattered all over the house- on the kitchen table, underneath old newspapers, in the hall closet, in the basement. If this describes your financial "filing system", you may have a tough time keeping tabs on your financial life. Read more
Russ Story's Recommended Articles of Interest
- Big Bank Sitting On A Big Pile Of Copper
By Carolyn CUI and Dan Fitzpatrick, WSJ, December 7, 2010
J.P. Morgan Chase & Co. has emerged as the mystery buyer of more than $1 billion of copper, accounting for more than 50% of all the metal stored in official London warehouses and stoking worries about an impending supply shortage... J.P. Morgan's appearance as the owner of the copper alleviated some of those worries. Read more
- Growth area for advisers: 'Accidental Entrepreneurs'
By: Deborah Nason, November 14, 2010, InvestmentNews
Deep job losses from the Great Recession, combined with dried-up markets, have created a class of "accidental entrepreneurs" --people who start businesses because they have few other options. Financial Advisers, seeing more and more of these entrepreneurs-by-default, are finding themselves serving as business coaches and even touching on aspects of career coaching. Read more
- Getting Employees to Accept Change
By: Anne Field, March 14, 2011, Registered Rep
Russell Story learned his lesson the hard way. About a year ago, he decided what his Douglas, Ga.-based practice needed was a new financial planning program. The old one, in use for about five years, he felt, was slow, cumbersome and generally out-of-date. Only, Story still remembered just how difficult it had been to introduce new software in the past... Read more
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