Fintech executive, writer, math geek, and investment systems developer. Founder and CEO of Altruist and Founder of FormulaFolios.

Fiscal Cliff Update

Fiscal Cliff Update

I'm sure more news will become available daily (or even hourly) - but I just got this in my email and thought I'd share: http://www.scholtenfant.com/2013/01/estate-tax-alert/

 

My friends over at Scholten Fant Attorneys let me know that there are major changes to Estate Taxes, and they look very good on the surface.  Check out the full article on their website for details, the link is above.  As more news becomes definitive I'll be sure to share that also.

Happy 2013 everyone, may it be a most blessed year for all.

Cheers,

Jason Wenk

Tactical Asset Allocation (TAA) Monthly Feature - January 2013

Tactical Asset Allocation (TAA) Monthly Feature - January 2013

Market Update - December 28, 2012