Condor Monthly
The most current issue of the Condor Monthy is now available online along with an archive of past issues. To access past issues of the Condor Monthly, just click on the link below or copy & paste the link into your favorite browser.
Condor Monthly- December 2009
From the Portfolio Manager- Gold Can't Beat Checking Accounts 30 Years After Peak; Financial Planning- Roth Conversions
Condor Monthly- November 2009
From the Portfolio Manager- Worry of the Dollar's Collapse is Overblown; Financial Planning- Opportunities in College-Area Real Estate
Condor Monthly - Septemeber 2009
From the Portfolio Manager- Deckers Outdoor Corperation; Financial Planning- Taking Advantage of Your Employers 401K
From the Portfolio Manager- Gold Can't Beat Checking Accounts 30 Years After Peak; Financial Planning- Roth Conversions
Condor Monthly- November 2009
From the Portfolio Manager- Worry of the Dollar's Collapse is Overblown; Financial Planning- Opportunities in College-Area Real Estate
Condor Monthly - Septemeber 2009
From the Portfolio Manager- Deckers Outdoor Corperation; Financial Planning- Taking Advantage of Your Employers 401K
Condor Monthly - August 2009
From the Portfolio Manager- Avalon Bay Communities; Financial Planning- Stat Bank
From the Portfolio Manager- Avalon Bay Communities; Financial Planning- Stat Bank
Condor Monthly - May 2009
From the Portfolio Manager- Chevron; Financial Planning- Cognitive and Emotional Investor Biases
From the Portfolio Manager- Chevron; Financial Planning- Cognitive and Emotional Investor Biases
Condor Monthly - March 2009
From the Portfolio Manager- Fixed Income Opportunities; Financial Planning- Temporary Suspension of RMD Rules in 2009
From the Portfolio Manager- Fixed Income Opportunities; Financial Planning- Temporary Suspension of RMD Rules in 2009
Condor Monthly - February 2009
From the Portfolio Manager- IBM; Financial Planning- Ten Ways to Avoid Identity Theft
From the Portfolio Manager- IBM; Financial Planning- Ten Ways to Avoid Identity Theft
Condor Monthly - September 2008
From the Portfolio Manager- Nike; Financial Planning- Standing Firm in a Shaky Market
From the Portfolio Manager- Nike; Financial Planning- Standing Firm in a Shaky Market
Condor Monthly - August 2008
From the Portfolio Manager- Inflation Worries Wanning; Financial Planning- Change in Real-Estate Tax Law/Stat Bank
From the Portfolio Manager- Inflation Worries Wanning; Financial Planning- Change in Real-Estate Tax Law/Stat Bank
Condor Monthly - June 2008
From the Portfolio Manager- Stop-Loss Orders Can Prove Harmful; Financial Planning- Graduate Health Insurance
From the Portfolio Manager- Stop-Loss Orders Can Prove Harmful; Financial Planning- Graduate Health Insurance
Condor Monthly - May 2008
From the Portfolio Manager- Yum; Financial Planning- Tough Retirement May Await Women/Presidential Candidates Support Estate Tax
From the Portfolio Manager- Yum; Financial Planning- Tough Retirement May Await Women/Presidential Candidates Support Estate Tax
Condor Monthly - March 2008
From the Portfolio Manager- Fed's Influence Seen Growing; Financial Planning- Zero Percent Federal Capital Gains Tax Rate
From the Portfolio Manager- Fed's Influence Seen Growing; Financial Planning- Zero Percent Federal Capital Gains Tax Rate
Condor Monthly - February 2008
From the Portfolio Manager- Slower Growth Is A Greater Threat Than Prices; Financial Planning- Consumer's Do Not Call registrations
From the Portfolio Manager- Slower Growth Is A Greater Threat Than Prices; Financial Planning- Consumer's Do Not Call registrations
Condor Monthly - December 2007
From the Portfolio Manager- Nintendo; Financial Planning- Automatic Enrollment in 401K Retirement Plans/Stat Bank
From the Portfolio Manager- Nintendo; Financial Planning- Automatic Enrollment in 401K Retirement Plans/Stat Bank
Condor Monthly - November 2007
From the Portfolio Manager- IDXX; Financial Planning- Designing a Retirement Income Plan/Stat Bank
From the Portfolio Manager- IDXX; Financial Planning- Designing a Retirement Income Plan/Stat Bank
Condor Monthly - August 2007
From the Portfolio Manager- Credit Market Commentary; Financial Planning- Benchmarks/time horizon
From the Portfolio Manager- Credit Market Commentary; Financial Planning- Benchmarks/time horizon
Condor Monthly - September 2007
From the Portfolio Manager- AAPL; Financial Planning- Guardians for children/pets
From the Portfolio Manager- AAPL; Financial Planning- Guardians for children/pets
Condor Monthly - June 2007
From the Portfolio Manager- Rainier Large Growth; Financial Planning- Charitable IRA Distribution/New Rule on kiddie tax
From the Portfolio Manager- Rainier Large Growth; Financial Planning- Charitable IRA Distribution/New Rule on kiddie tax
Condor Monthly - May 2007
From the Portfolio Manager- Ishares Global Healthcare; Financial Planning- SEC Decision Curtails Fee Based Brokerage /Stat Bank
From the Portfolio Manager- Ishares Global Healthcare; Financial Planning- SEC Decision Curtails Fee Based Brokerage /Stat Bank
Condor Monthly - March 2007
From the Portfolio Manager- Allegheny Technologies; Financial Planning- Same-sex couples financial planning
From the Portfolio Manager- Allegheny Technologies; Financial Planning- Same-sex couples financial planning
Condor Monthly - February 2007
From the Portfolio Manager- Wyndam; Financial Planning- Long-term planning
From the Portfolio Manager- Wyndam; Financial Planning- Long-term planning
Condor Monthly - December 2006
From the Portfolio Manager- Volatility- VIX Index; Financial Planning- Investment Advisors vs. Brokers
From the Portfolio Manager- Volatility- VIX Index; Financial Planning- Investment Advisors vs. Brokers
Condor Monthly - November 2006
From the Portfolio Manager- GFI Group; Financial Planning- Medicare Part B changes
From the Portfolio Manager- GFI Group; Financial Planning- Medicare Part B changes
Condor Monthly - September 2006
From the Portfolio Manager- Cheesecake Factory; Financial Planning- Pension Protection Act of 2006
From the Portfolio Manager- Cheesecake Factory; Financial Planning- Pension Protection Act of 2006
Condor Monthly - August 2006
From the Portfolio Manager- ETF's; Financial Planning- Charitable Gift Funds
From the Portfolio Manager- ETF's; Financial Planning- Charitable Gift Funds
Condor Monthly - May 2006
From the Portfolio Manager- Global Water Power Shares; Financial Planning- Tax Increase Prevention/Recognition Act of 2005
From the Portfolio Manager- Global Water Power Shares; Financial Planning- Tax Increase Prevention/Recognition Act of 2005
Condor Monthly - March 2006
From the Portfolio Manager- Investing Abroad; Financial Planning- Tax Loss Harvesting
From the Portfolio Manager- Investing Abroad; Financial Planning- Tax Loss Harvesting
Condor Monthly - February 2006
From the Portfolio Manager- Gilead Sciences; Financial Planning- Deficit Reduction Act
From the Portfolio Manager- Gilead Sciences; Financial Planning- Deficit Reduction Act
Condor Monthly - December 2005
From the Portfolio Manager- News Corp; Financial Planning- Medicare Part D -Part2
From the Portfolio Manager- News Corp; Financial Planning- Medicare Part D -Part2
Condor Monthly - November 2005
From the Portfolio Manager- Microsoft; Financial Planning- Medicare Part D
From the Portfolio Manager- Microsoft; Financial Planning- Medicare Part D
Condor Monthly - October 2005
From the Portfolio Manager- KLA-Tencor; Financial Planning- Staying Afloat During a Divorce
From the Portfolio Manager- KLA-Tencor; Financial Planning- Staying Afloat During a Divorce
Condor Monthly - September 2005
From the Portfolio Manager- Wellpoint; Financial Planning- Help Child Transition to College
From the Portfolio Manager- Wellpoint; Financial Planning- Help Child Transition to College
Condor Monthly - July 2005
From the Portfolio Manager- Harrahs ; Financial Planning- Bloomberg Wealth Manager article
From the Portfolio Manager- Harrahs ; Financial Planning- Bloomberg Wealth Manager article
Condor Monthly - June 2005
From the Portfolio Manager- Sanofi-Aventis; Financial Planning- Living Will
From the Portfolio Manager- Sanofi-Aventis; Financial Planning- Living Will
Quarterly Newsletters
Quarterly Newsletter - 4th Quarter 2009
College Debt: How Much Is Too Much?; Retirement Issues to Watch in 2010;What can affect the cost of homeowners insurance?
Quarterly Newsletter - 3rd Quarter 2009
Roth IRA Conversions in 2010: Goodbye, Income Limits!; Is It a Good Time to Buy a New Car?;Can creditors reach my 401(k) plan?
Quarterly Newsletter - 2nd Quarter 2009
Second Marriage; Graduate School: Ways to Pay What tax credits are available for making homes more energy efficient?
Quarterly Newsletter - 1st Quarter 2009
You've Just Lost Your Job. Now What?; What You Don't Know Can Hurt You; 529 Accounts
Quarterly Newsletter - 4th Quarter 2008
Retirement Plan and IRA Limits for 2009; College Costs: Increases and Trends; Is my brokerage account protected?
Quarterly Newsletter - 3rd Quarter 2008
Should You Roll Your 401(k) Money Over to an IRA?; Buying a Home in Foreclosure; What's a credit score?
Quarterly Newsletter - 2nd Quarter 2008
The Pros and Cons of Self Insuring; Tips for Selling Your Home in an Uncertain Market; Can I Roll Over Funds from my 401k
Quarterly Newsletter - 1st Quarter 2008
Women Need Life Insurance Too; Will you pay taxes on your social security benefits?; What are the benefits of donor-advised funds?
Quarterly Newsletter - 4th Quarter 2007
Importance of getting an appraisal; Taxation of 529 Plans ;I’m planning a cruise to the Caribbean this Winter. Do I need a passport?
Quarterly Newsletter - 3rd Quarter 2007
How Long will you live? Why does it matter;Do you need more liability protection?; Should I have a pre-nup agreement?
Quarterly Newsletter - 2nd Quarter 2007
Inheriting a 401k plan account; Estate Tax Repeal Ramifications and Outlook; How can I protect the personal items in my car?
Quarterly Newsletter - 1st Quarter 2007
Determine your life insurance needs; When will you retire?; How long should I keep my financial records?/Electronic records
Quarterly Newsletter - 4th Quarter 2006
Is an Ethical Will Right for You?; Business or Hobby – Proving You Mean Business; How does an UGMA/UTMA custodial account work?
Quarterly Newsletter - 3rd Quarter 2006
Protecting Portfolio Against Inflation; Stretch IRA’s; Do 529’s make sense for high school children and future grandchildren
Quarterly Newsletter - 2nd Quarter 2006
Energy Efficiency Tax Credits; Social Security - when to take early; Pension Vesting & PBGC info
Quarterly Newsletter - 1st Quarter 2006
Trading Places –New Look at 1031 Exchanges; Don’t Make Retirement Planning Mistakes; I’m expecting a large income tax refund
Quarterly Newsletter - 4th Quarter 2005
Boomerang Children Can Throw Their Parents a Curve; Do You Need a Living Trust; How Do I Evaluate a Home Healthcare Agency
College Debt: How Much Is Too Much?; Retirement Issues to Watch in 2010;What can affect the cost of homeowners insurance?
Quarterly Newsletter - 3rd Quarter 2009
Roth IRA Conversions in 2010: Goodbye, Income Limits!; Is It a Good Time to Buy a New Car?;Can creditors reach my 401(k) plan?
Quarterly Newsletter - 2nd Quarter 2009
Second Marriage; Graduate School: Ways to Pay What tax credits are available for making homes more energy efficient?
Quarterly Newsletter - 1st Quarter 2009
You've Just Lost Your Job. Now What?; What You Don't Know Can Hurt You; 529 Accounts
Quarterly Newsletter - 4th Quarter 2008
Retirement Plan and IRA Limits for 2009; College Costs: Increases and Trends; Is my brokerage account protected?
Quarterly Newsletter - 3rd Quarter 2008
Should You Roll Your 401(k) Money Over to an IRA?; Buying a Home in Foreclosure; What's a credit score?
Quarterly Newsletter - 2nd Quarter 2008
The Pros and Cons of Self Insuring; Tips for Selling Your Home in an Uncertain Market; Can I Roll Over Funds from my 401k
Quarterly Newsletter - 1st Quarter 2008
Women Need Life Insurance Too; Will you pay taxes on your social security benefits?; What are the benefits of donor-advised funds?
Quarterly Newsletter - 4th Quarter 2007
Importance of getting an appraisal; Taxation of 529 Plans ;I’m planning a cruise to the Caribbean this Winter. Do I need a passport?
Quarterly Newsletter - 3rd Quarter 2007
How Long will you live? Why does it matter;Do you need more liability protection?; Should I have a pre-nup agreement?
Quarterly Newsletter - 2nd Quarter 2007
Inheriting a 401k plan account; Estate Tax Repeal Ramifications and Outlook; How can I protect the personal items in my car?
Quarterly Newsletter - 1st Quarter 2007
Determine your life insurance needs; When will you retire?; How long should I keep my financial records?/Electronic records
Quarterly Newsletter - 4th Quarter 2006
Is an Ethical Will Right for You?; Business or Hobby – Proving You Mean Business; How does an UGMA/UTMA custodial account work?
Quarterly Newsletter - 3rd Quarter 2006
Protecting Portfolio Against Inflation; Stretch IRA’s; Do 529’s make sense for high school children and future grandchildren
Quarterly Newsletter - 2nd Quarter 2006
Energy Efficiency Tax Credits; Social Security - when to take early; Pension Vesting & PBGC info
Quarterly Newsletter - 1st Quarter 2006
Trading Places –New Look at 1031 Exchanges; Don’t Make Retirement Planning Mistakes; I’m expecting a large income tax refund
Quarterly Newsletter - 4th Quarter 2005
Boomerang Children Can Throw Their Parents a Curve; Do You Need a Living Trust; How Do I Evaluate a Home Healthcare Agency
