Bush

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  The president's fun with numbers

  By John Sullivan, AdvisorOne  |  July 30, 2009

  When all else fails - drink. Seems to be the overriding lesson from the president's upcoming beer summit. A frosty lager makes everything all right....

• Watch Your Step-Up

  By Julian Block  |  July 1, 2009

  Over the past few months, we've pondered the fate of the tax package authorized by President Bush and a bi-partisan Congress in 2001. The big...

• Destructive Financial Planning

  By Gil Weinreich, AdvisorOne, Gil Weinreich, AdvisorOne  |  July 1, 2009

  Writing recently in the Financial Times, Stanford University economist John Taylor points out that America's exploding debt is currently set to double to 82 percent...

• Clark at Large: Timing Is Everything

  By Bob Clark, AdvisorOne, Bob Clark, AdvisorOne  |  April 1, 2009

  I don't usually write about mutual funds. My now ex-wife was/is a partner at Thornburg Funds, and it didn't seem fair to expect people to...

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  Beware the "neo-bams"

  By John Sullivan, AdvisorOne  |  March 12, 2009

  Opportunity in crisis; a noble sentiment meant to restore confidence and a belief in American exceptionalism? Not so much. I highly recommend "The Future of...

• Beware of potential changes in the capital gains tax

  By Dave Kauppi  |  March 5, 2009

  Do you have clients who are thinking of selling their businesses? If you have planned it correctly, most of the transaction proceeds should be long...

• Law helps same-sex boomer couples

  By Staff Writer  |  February 1, 2009

  Whether former President Bush realized it or not, he helped out gay and lesbian boomers nearing retirement when he passed the Worker, Retiree and Employer...

• THE NEXT CHAPTER

  By Ben Warwick, Quantitative Equity Strategies  |  January 1, 2009

  Barack Obama's historic victory last month proved that the American people are ready for a new era in government. Limited disclosure is now pass?. More...

• In the Numbers

  By James J. Green, AdvisorOne  |  December 1, 2008

  It's no news to you that it's important to look beyond the headlines, especially when said headlines are coming out of television speakers, to learn...

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  Help the rich

  By John Sullivan, AdvisorOne  |  October 30, 2008

  Now long forgotten, in July 2005 the Congressional Budget Office expressed surprise at the extra $100 billion in unexpected tax revenue it received. There it...