Condor Monthly

The most current issue of the Condor Monthly is now available online along with an archive of past issues. To access past issues of the Condor Monthly, just click on the links below:

2011

Condor Monthly - November 2011
From the Portfolio Manager - Nordstrom, Inc.; Financial Planning Corner - How Can We Teach Our Children the Value of a Dollar?

Condor Monthly - September 2011
From the Portfolio Manager - Pessimism seems overdone; Financial Planning Corner - Don’t Raid Retirement Accounts to Pay for College

Condor Monthly - June 2011
From the Portfolio Manager - Outlook For Affordable Luxury Retailers Remains Bright; Financial Planning Corner - Establishing a Credit History of Your Own

Condor Monthly - May 2011
From the Portfolio Manager - U.S. Stocks: Past Decade No Longer Completely "Lost"; Financial Planning Corner - Caring for your aging parents

Condor Monthly - February/March 2011
From the Portfolio Manager - Moment of Surrender: Regimes Fall, Oil Prices Spike; Financial Planning Corner - STAT BANK

2010

Condor Monthly - December 2010
From the Portfolio Manager - Exchange Traded Funds; Financial Planning Corner - Planning for the New Year

Condor Monthly - September 2010
From the Portfolio Manager - The Truth of Municipal Bond Default Risk; Financial Planning Corner - Healthcare Reform Myths

Condor Monthly - August 2010
From the Portfolio Manager - Deere & Company; Financial Planning Corner - Identity Protection #3

Condor Monthly - June 2010
From the Portfolio Manager - American Tower Corporation; Financial Planning Corner - Identity Protection #2

Condor Monthly - May 2010
From the Portfolio Manager - Fidelity Article; Economic uncertainty in Europe has weighed on global equities of late; Financial Planning - Identity Protection #1

Condor Monthly- February/March 2010
From the Portfolio Manager- CEOs Raising Forecasts at Record Pace Fail to Persuade Analysts; Financial Planning- Changes to the NJ BEST 529

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 Corporation; Financial Planning- Taking Advantage of Your Employers 401K

Condor Monthly - August 2009
From the Portfolio Manager- Avalon Bay Communities; Financial Planning- Stat Bank

Special Letter to Clients - July 3, 2009
Special Letter to Clients

Condor Monthly - May 2009
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

Condor Monthly - February 2009
From the Portfolio Manager- IBM; Financial Planning- Ten Ways to Avoid Identity Theft

2008

Special Letter to Clients: November 26, 2008
Special Letter to Clients

Special Letter to Clients: October 10, 2008
Special Letter to Clients

Condor Monthly - September 2008
From the Portfolio Manager- Nike; Financial Planning- Standing Firm in a Shaky Market

Condor Monthly - August 2008
From the Portfolio Manager- Inflation Worries Waning; 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

Condor Monthly - May 2008
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

Condor Monthly - February 2008
From the Portfolio Manager- Slower Growth Is A Greater Threat Than Prices; Financial Planning- Consumer's Do Not Call registrations

2007

Condor Monthly - December 2007
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

Condor Monthly - August 2007
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

Condor Monthly - June 2007
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

Condor Monthly - March 2007
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

2006

Condor Monthly - December 2006
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

Condor Monthly - September 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

Condor Monthly - June 2006
From the Portfolio Manager- Cisco Systems; Financial Planning- Stat Bank

Condor Monthly - May 2006
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

Condor Monthly - February 2006
From the Portfolio Manager- Gilead Sciences; Financial Planning- Deficit Reduction Act

2005

Condor Monthly - December 2005
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

Condor Monthly - October 2005
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

Condor Monthly - August 2005
From the Portfolio Manager- Danahar; Financial Planning- Nanny Tax

Condor Monthly - July 2005
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

Quarterly Newsletters

2011

Quarterly Newsletter - 4th Quarter 2011
The Problem with Do-It-Yourself Estate Planning; How Much Do You Know about Social Security?; Are hobby expenses deductible?;Are business start-up costs deductible?

Quarterly Newsletter - 3rd Quarter 2011
Portability of Basic Exclusion Amount between Spouses; Factoring Health-Care Costs into Retirement Planning; I'm retiring to a state with no income tax. Can my former state tax my retirement benefits?

Quarterly Newsletter - 2nd Quarter 2011
Getting an Early Start on Saving for Retirement; Tax Advantages of Home ownership; Can I make charitable contributions from my IRA?

Quarterly Newsletter - 1st Quarter 2011
Retirement Plan and IRA Limits for 2011; Important Questions to Ask Aging Parents; What health-care changes become effective in 2011?

2010

Quarterly Newsletter - 4th Quarter 2010
Estate Tax Update; How Will Financial Reform Affect You?; Purchasing a condo for your college student

Quarterly Newsletter - 3rd Quarter 2010
They're Baaack: RMDs for 2010; Year-End Investment Planning Is More Challenging in 2010; The new healthcare reform

Quarterly Newsletter - 2nd Quarter 2010
Social Security:File-and-Suspend for Higher Benefits; Returning to Work After You've Retired; My child's Scholarship

Quarterly Newsletter - 1st Quarter 2010
Back to Basics: Reviewing Your Budget; 10 Financial Terms Everyone Should Know; What is the premature distribution tax?

2009

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

2008

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?

2007

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

2006

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

2005

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