Recent Newsletters

"Honey, What Happened To The Brokerage Account" - If you haven't checked your brokerage or bank account statements lately you may be risking having your accounts declared "abandoned" and turned over to the state! And don't assume anyone will notify you before this happens. Please read this horrifying and absolutely true story today, before its too late!

"Don't Be Fooled Again - Look For These Accounting Red Flags" - The investing public has recently been assailed by continuous reports of corporate corruption and the release of misleading financial information to the public. As individual investors we have probably all lost money due to loose interpretation of accounting laws by some corporate officials and due to outright fraud by others. This newsletter gives you a checklist of "Red Flags" to look for in corporate financial statements and a roadmap of where on the Web to find the information you need to perform detailed due diligence on a company before investing.

"Put Down the Phone Book - Do Some Research Before Hiring A Tax Preparer" - Too many individual investors simply pick up the phone book and look under "Tax Preparers" when they finally decide that their tax returns are too complicated to do themselves. Most don't realize that there are multiple types of tax professionals, each with a special area of expertise and a unique rate structure. Make sure you select one that fits your needs and your budget. This newsletter will get you started toward making an informed decision related to obtaining professional tax help.