December 2011 Client Bulletin

The next Client Bulletin is now available. The articles cover topics that would most likely interest you. Some of the topics for this month include:

  • Contrarian Investing Versus Momentum Strategies
  • Dodge a Real Estate Tax Trap With a Like-Kind Exchange
  • Trim the Tax on Your Social Security Benefits

We hope you find this information to be a helpful resource. If you would like to discuss any of the articles in more detail, please contact our firm.