IRA owners who don’t think they will use all of their accounts in retirement have been given a brief opportunity to make charitable gifts directly from their accounts. A temporary tax rule approved this year allows IRA owners who are 70.5 or older to contribute up to $100,000 to a charity without recognizing the contribution as taxable income. Direct contributions […]
Month: January 2007
International diversification continues to increase returns and reduce risk
Happy New Year! The year 2006 was a great one for equity investors around the world as stock prices rose in 46 of the 50 countries whose equity market returns are reported by MSCI. Among these, only Israel,Jordan,Thailand, and Turkey saw their local stock market indexes slump for the year. The 2006 return for US stocks was 15.32% according to […]
Client Letter – Q4 2006
Happy New Year! The year 2006 was a great one for equity investors around the world as stock prices rose in 46 of the 50 countries whose equity market returns are reported by MSCI. Among these, only Israel, Jordan, Thailand, and Turkey saw their local stock market indexes slump for the year. The 2006 return for US stocks was 15.32% […]
