May 18, 2013

Competing with tax policy difficult in a changing world

By Joe Clark for The Herald Bulletin

Years ago, I received valuable insight into the eyes of the Internal Revenue Service.  A client was being audited, and I saw the writing on the wall of the financial impact if the fines were truly assessed.  My argument was the client was being taxed too heavily to ever stay in business or even survive as an individual. The agent told me....

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April 20, 2013

Your portfolio might be at risk

By Joe Clark for The Herald Bulletin

There used to be a time when all stocks would rise and fall together. Investors could throw a dart and hit a winner, no problem. John F. Kennedy said in a 1963 speech that “a rising tide lifts all boats.” Well the tides have changed and while it’s been rising, some boats seem to have a leak. The days of traditional diversification have at the very least gone on vacation and...

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April 13, 2013

Trading just got faster

By Joe Clark for The Herald Bulletin

The days of watching the ticker tape at your broker’s office have long passed us as technology has improved and the use of the Internet has spread.

For those of you who don’t remember, there were days where there was no financial news. Trading stocks, commodities, currencies, etc. has come a long way. Costs have come down, execution times have shortened, and access to information has never been more at our fingertips.

The question is not only what information is useful but what is actually legal?

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