Market News


Visa Will Split Stock 4 For 1; For Every One Share Owned, Shareholders Receive A 3 Share Dividend

Dear Clients:

Here’s to wishing you a wonderful upcoming March, 2015!!  Visa, Inc. is issuing a 4 for 1 stock split on March 18, 2015!!

Congratulations to our clientele who own Visa (V) which trades on the NYSE and is one of the major components of the Dow Jones Industrial Average.

Are Early Withdrawals from an IRA a Good Idea or a Bad Idea?

Filed in the “it seemed like a good idea at the time” category is a case in which one of our clients used a relatively obscure and somewhat complex provision in the tax code pertaining to IRAs to take early withdrawals while avoiding the 10 percent penalty tax.

Market Volatility;, LLC Market Update 10.22.2014

Good afternoon. The market volatility continues to be broad based among all asset classes, including stocks, bonds and commodities.

Stay the course. The market has already “corrected” and it established a “floor” last Friday, October 17, 2014.

From The Benjamin Graham School Of Investing

Benjamin Graham, instructor to Warren Buffet, has this famous quote that we at, LLC very much agree with:

If I have noticed anything over these sixty years on Wall Street, it is that people do not succeed in forecasting what’s going to happen to the stock market. Benjamin Graham

Markets Bounce Back

Good afternoon !  We hope that this post finds you well.  The stock and bond markets bounced back very nicely over the past few weeks in what seems to be an indication of the volatility that should stay with us in 2014 and in to 2015.

Please keep a look out for your Wealth Management Newsletter that will arrive within 24 hours.

MasterCard Splitting 10 For 1

In what is an incredible development, MasterCard, one of, LLC’s all-time great stock picks, is splitting 10 for 1.  Forbes has written a piece on this development, and you can see more by clicking on the link below:

Facebook $ 44 / Share Stock Price Quick Analysis

Good morning.  Some people have recently asked me how “I knew” that Facebook’s stock price would ‘come back with a vengeance’ when it was at a low.  The answer is that:

1.  My team and I did over three years of research prior to the IPO of Facebook last year

More Good News On Facebook

More Good News On Facebook

Please click the link above to read more good news on Facebook.  Looks like their mobile strategy is working very well as of late !

Thanks,, LLC

Wealth Management Group

Syria – Markets- Most Likely Scenario

Problems With Syria-Market Volatility

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