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The 18 Million Dollar Man

Published March 24, 2010 3918 Views

Over the last year I have repeatedly criticized the executives of financial institutions who have very nearly wrecked their companies (completely wrecked, in some cases), received taxpayer-funded bailouts, and gone on to receive generous bonuses. Their cry of needing to retain "good employees" has...

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Trust Talk Part I

Published March 23, 2010 3674 Views

Trusts are an estate planning tool and are often used to solve problems that other forms of ownership cannot. There are many different types of trusts with different purposes. A revocable living trust is often used to avoid the probate process. This type of trust lets you keep full control of trust...

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Better Odds Than 1 of 64

Published March 23, 2010 4081 Views

The first round of the NCAA tournament is complete and as everyone scans over their bracket, some will boast that their pick for champion is still alive while others, myself included, are left to ponder how Kansas (the supposed best team in the country) could lose to Northern Iowa. Next Monday will...

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State of the Firm

Published March 22, 2010 3810 Views

Last Friday we held our quarterly State of the Firm meeting, something we have done since mid-2009. The finance and investment industries were in turmoil: Merrill Lynch had collapsed, Lehman Brothers went bankrupt, AIG was bailed out by taxpayers - you've heard all of it. I was never worried about...

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No Peanuts for British Airways' Flights

Published March 20, 2010 3828 Views

If you are thinking about traveling on British Airways, you might want to hold off for a few days. A three-day strike of cabin crews is set to begin this Saturday. This comes after British Airways CEO Willie Walsh and Unite labor leader Tony Woodley were unable to come to terms on salary. British...

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Meet Jodie Borlaug!

Published March 18, 2010 4698 Views

Jodie joins the Brighton Securities team as a financial advisor from a successful start of her career at Waddell & Reed. A native of Genesee County, Jodie lives in East Bethany, NY and will be based out of our Batavia office where she looks forward to continuing her tradition of helping her cl...

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What is my filing status on my tax return?

Published March 17, 2010 3767 Views

When you file your tax return it is important you choose the correct filing status as it determines your standard deduction and the amount of tax you will owe on your income. Here are eight facts about the five filing status options the IRS wants you to know in order to choose the correct filing sta...

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Take advantage if time is on your side

Published March 16, 2010 3636 Views

Investors in their 20's and 30's saving for retirement should be concerned with one thing: Share Accumulation. Believe it or not when the market falls it's not necessarily a bad thing for a young investor who is making periodic contributions to either an IRA or 401k. When the share price of your mu...

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New Tax Legislation Will Extend Tax Provision That Expired In 2009

Published March 15, 2010 3916 Views

On March 10, the Senate passed a bill carrying the "American Workers, State, and Business Relief Act" (AWSBRA). The Senate-passed bill will have to be reconciled with the version the House of Representatives passed on December 9, 2009 as the "Tax Extender Act of 2009". Although there are reconcili...

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News Bites

Published March 15, 2010 3998 Views

Here are a few items I noticed this morning on the wires: Contrary Indicators: US consumers apparently fought their way to the mall through snowstorms last month as retail sales rose, surprising analysts. At the same time, measurements of consumer confidence slipped, suggesting that people are sti...

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