In March 2013, Sheryl Garrett became part of a panel on the Wall Street Journal’s Meet the Experts series. This panel of national experts tackles questions submitted by readers. Please see http://stream.wsj.com/story/experts-wealth-management/SS-2-135511/SS-2-176932/?mod=wsj_streaming_experts-wealth-management for more. Kulig Financial is proud to be part of the Garrett Planning Network.
The press has made much ado over the stock market’s rise so far this year. Many investors who have little stock exposure ask if they can still add it to their portfolios, or whether things have risen too far, too fast. Others have become more bullish based on… Read More »Views on the Market’s Rise in 2013 (written March 2013)
Some of you know that in my off hours, I engage in musical activities as a cellist. In a nice start to the New Year, I was asked to play as part of a baptismal ceremony for a newborn whose father had composed the music. This was actually… Read More »A New (to me) and Interesting Non-Profit
On a light note, I had to smile when on a recent trip to Disneyworld with my family, we encountered The Great Piggybank Adventure (“Become a Finance Smarty Pants”). Sponsored by T. Rowe Price, it is a hands-on game teaching the basics of setting financial goals, saving, inflation,… Read More »Become a “Finance Smarty Pants”
In late 2012 I wrote a summary of potential changes to the tax code in case the U.S. went over the “fiscal cliff.” At the eleventh hour, Congress finally acted on the potential expiration of the Bush tax cuts, and some other changes occurred which taxpayers should be… Read More »The American Taxpayer Relief Act of 2012 (ATRA) (written February 2013)
As we enter 2013, I’m writing to summarize what happened in the markets last year and to share my thoughts on the impact of current conditions on portfolios for the year ahead. Last year we saw continued shifts in the market that have been typical since the global… Read More »2012 in Review: Learning from the Past, Looking to the Future (written January 2013)