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A Low Tax Bill Does Not Mean a Poor Investment Year

During a recent portfolio review with one of my clients, she asked me why she didn’t have to pay any taxes last year even though her portfolio had substantially increased in value. She said the income and gains reported on her tax return were minimal. She was expecting a large tax bill given the portfolio […]

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Annuity Refresher

Last week at a luncheon I attended everyone in the room was asked to introduce themselves and give a brief overview of what they do. One woman’s introduction stood out. She introduced herself and then said “I sell people lifetime income streams. I don’t deal in stocks, bonds, or mutual fund investing. I give people […]

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The Numbers Tell a Different Story

After reading Bob Bilkie’s blog, “Again, “It’s the economy, stupid.”, I was inspired to do more research into the most recent election results. Bob’s blog made the argument that Republicans gained in numbers at the state level where they may have been more concerned about fiscal issues, but voted based on social issues at the […]

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Turkey, Football and Lincoln

Last weekend I took my Mom to see the Steven Spielberg movie “Lincoln.” If you’re looking for something in addition to turkey, football, and shopping this weekend, I gave the movie two thumbs up. The entire cast gives a great performance. Daniel Day Lewis is spot on as President Lincoln, and Tommy Lee Jones gives […]

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After the Dust has Settled

President Obama has been re-elected. Whether you voted for him or not, I don’t know a single person who is going to miss the political commercials, emails, and robo-calls. (Except maybe the actors and agencies hired to produce them.) The day after the election, equity markets traded down on continued bad news from Europe and […]

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Shanghai to Detroit

Last week Sigma had the honor of hosting nine students from Shanghai University. The students are visiting Southeast Michigan through the Macomb Cultural and Economic Partnership, a non-profit organization dedicated to fostering relationships between southeast Michigan officials, businesses and schools and the rest of the world. These students are spending two months in Michigan visiting […]

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