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:
Condor Monthly - March 2013
From the Portfolio Manager - The Sequester – What’s Up With That?; Financial Planning Corner - You Are Not Ready for Retirement
Condor Monthly - December 2012
From the Portfolio Manager - National Housing Market Recovery Gains Momentum but New Jersey Lags Behind; Financial Planning Corner - Financial Planning Potpourri
Condor Monthly - September 2012
From the Portfolio Manager - Despite Slowing Economic Growth, Luxury Goods Names Could Pamper Investors’ Returns; Financial Planning Corner - No Easy Answers as Fiscal Cliff Looms
Condor Monthly - July 2012
From the Portfolio Manager - American Tower; Financial Planning Corner - What Does the Supreme Court Ruling on the Health-Care Reform Law Mean for You?
Condor Monthly - May 2012
From the Portfolio Manager - Harman; Financial Planning Corner - Obama signs Ethnics Bill Banning Insider Trading for Members of Congress
Condor Monthly - March 2012
From the Portfolio Manager - GOLDMAN MAKES AN EPIC BULLISH CALL; Financial Planning Corner - High Dividend Stocks are not Bonds
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
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
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
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
From the Portfolio Manager- Avalon Bay Communities; Financial Planning- Stat Bank
Special Letter to Clients
From the Portfolio Manager- Chevron; Financial Planning- Cognitive and Emotional Investor Biases
From the Portfolio Manager- Fixed Income Opportunities; Financial Planning- Temporary Suspension of RMD Rules in 2009
From the Portfolio Manager- IBM; Financial Planning- Ten Ways to Avoid Identity Theft
Special Letter to Clients
Special Letter to Clients
From the Portfolio Manager- Nike; Financial Planning- Standing Firm in a Shaky Market
From the Portfolio Manager- Inflation Worries Waning; Financial Planning- Change in Real-Estate Tax Law/Stat Bank
From the Portfolio Manager- Stop-Loss Orders Can Prove Harmful; Financial Planning- Graduate Health Insurance
From the Portfolio Manager- Yum; Financial Planning- Tough Retirement May Await Women/Presidential Candidates Support Estate Tax
From the Portfolio Manager- Fed's Influence Seen Growing; Financial Planning- Zero Percent Federal Capital Gains Tax Rate
From the Portfolio Manager- Slower Growth Is A Greater Threat Than Prices; Financial Planning- Consumer's Do Not Call registrations
From the Portfolio Manager- Nintendo; Financial Planning- Automatic Enrollment in 401K Retirement Plans/Stat Bank
From the Portfolio Manager- IDXX; Financial Planning- Designing a Retirement Income Plan/Stat Bank
From the Portfolio Manager- Credit Market Commentary; Financial Planning- Benchmarks/time horizon
From the Portfolio Manager- AAPL; Financial Planning- Guardians for children/pets
From the Portfolio Manager- Rainier Large Growth; Financial Planning- Charitable IRA Distribution/New Rule on kiddie tax
From the Portfolio Manager- Ishares Global Healthcare; Financial Planning- SEC Decision Curtails Fee Based Brokerage /Stat Bank
From the Portfolio Manager- Allegheny Technologies; Financial Planning- Same-sex couples financial planning
From the Portfolio Manager- Wyndam; Financial Planning- Long-term planning
From the Portfolio Manager- Volatility- VIX Index; Financial Planning- Investment Advisors vs. Brokers
From the Portfolio Manager- GFI Group; Financial Planning- Medicare Part B changes
From the Portfolio Manager- Cheesecake Factory; Financial Planning- Pension Protection Act of 2006
From the Portfolio Manager- ETF's; Financial Planning- Charitable Gift Funds
From the Portfolio Manager- Cisco Systems; Financial Planning- Stat Bank
From the Portfolio Manager- Global Water Power Shares; Financial Planning- Tax Increase Prevention/Recognition Act of 2005
From the Portfolio Manager- Investing Abroad; Financial Planning- Tax Loss Harvesting
From the Portfolio Manager- Gilead Sciences; Financial Planning- Deficit Reduction Act
From the Portfolio Manager- News Corp; Financial Planning- Medicare Part D -Part2
From the Portfolio Manager- Microsoft; Financial Planning- Medicare Part D
From the Portfolio Manager- KLA-Tencor; Financial Planning- Staying Afloat During a Divorce
From the Portfolio Manager- Wellpoint; Financial Planning- Help Child Transition to College
From the Portfolio Manager- Danahar; Financial Planning- Nanny Tax
From the Portfolio Manager- Harrahs ; Financial Planning- Bloomberg Wealth Manager article
From the Portfolio Manager- Sanofi-Aventis; Financial Planning- Living Will
Understanding the New Medicare Tax on Unearned Income; Two Social Security Strategies for Married Couples; I'm going on a cruise--do I need to purchase travel insurance?; My laptop was stolen and my personal financial information was stored on it. How can I protect myself against identity theft?
Compounding Can Add Fuel to Your Portfolio; Healthy Personal Finance Resolutions for the New Year; What health-care provisions are effective in 2013?; How does health-care reform affect women?
Quarterly Newsletter - 3rd Quarter 2012
Withdrawals from Traditional IRAs; How to Raise a Saver; My wife just started a new job. Should we switch from
my health insurance plan to hers?; Can I use a dependent care flexible spending account to help pay for my child's preschool?
Quarterly Newsletter - 2nd Quarter 2012
Ways Parents Can Help Their Boomerang Kids; Of Taxes Past, Present, and Future; Is it true that Social Security beneficiaries are being required to receive their payments electronically?; Is the Social Security Administration mailing out annual Social Security Statements?
Quarterly Newsletter - 1st Quarter 2012
Q & A on Filing the Federal Financial Aid Application; Business Owner Succession Planning; Can reducing my credit card debt actually lower my credit score?; How can I tell if I have too much debt?
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?
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?
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
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?
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
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
Boomerang Children Can Throw Their Parents a Curve; Do You Need a Living Trust; How Do I Evaluate a Home Healthcare Agency