• Estate Administration Powers – Benefit Your Clients

    National Advisors Trust Company recently received authority from the Office of Thrift Supervision to offer estate administration and guardianship services in addition to the trustee, employee benefit, IRA, and custodian services that National Advisors Trust has offered since its original charteri

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  • "Donor Advised Funds: Maximize the Tax Benefits, Build a Legacy"

    Read Andy's article published by Advisor One penning his thoughts on "Why Most Individuals Shouldn't View Private Foundations As Only Available To The Ultra-Wealthy "...

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  • "IRS Offers Tax Relief for Tornado Stricken Areas"

    Read Andy's article published by Advisor One discussing "Some Relief Being Given For Tornado Stricken Areas"...

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  • Estate Planning - 2011 and 2012 Present Window of Opportunity

    Watch this Video regarding Estate Planning - 2011 and 2012 Present Window of Opportunity - presented by Forefield.

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  • Planning for Estate Taxes in 2011 and 2012

    Watch a video on Planning for Estate Taxes in 2011 and 2012 - presented by Forefield.

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  • "Continuous Robbery"

    Read Andy's article published by Advisor One on "What Would Happen If We Lowered The U.S. Corporate Tax Rate"?

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  • Estate Tax Changes Under The 2010 Tax Relief Act

    Watch this video about the Estate Tax Changes Under the 2010 Tax Relief Act - presented by Forefield.

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  • "Tax Penalty Exceptions: Early Distributions From IRAs"

    Read Andy's article published by Advisor One regarding "Early Distributions From IRAs"...

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  • Stocks Start the New Year Higher

    Stocks started off 2011 on the right foot, as all the major equity indexes finished to the plus side during first week of trading in the New Year.

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  • A Bumpy but Prosperous 2010

    Stocks turned in another decent year in 2010, with the Dow Jones Industrial Average gaining over 11.06% while the Nasdaq and the smaller-cap stocks as represented by the Russell 2000 jumped 16.92% and 25.3% respectively.  The broader Standard & Poor’s 500 Index also had a winning year with a

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  • Tis the Season to be Jolly

    It’s definitely that time of the year to be ‘jolly’ given the holiday season and all, and the equity markets have certainly cooperated thus far in 2010.  With just five trading days left in the year, stocks are on track to have their best December since 1987.  And who would have ever guessed at t

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  • The Santa Claus Rally is Alive & Well

    The equity markets continued to be in the holiday spirit this past week, as stocks celebrated the Christmas holidays along with some much needed good economic news.  Although the gains were somewhat muted and on light volume, stocks managed to keep its winning streak alive and finished at its hig

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  • Another Puzzling but Bullish Week

    It was another sort of puzzling but nonetheless bullish week of equity trading this past week, as the week’s modest gains happened to occur amid a whole lot of economic worries and unsettling economic developments.

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  • December Roars in Like a Lion

    What a better way to start the new month of December, as stocks started out the new month with a 3.7% three-day pop that already has some breathlessly hailing December as the new January, and which also wiped out November’s 0.2% decline.  And while this past Friday’s employment report disappointe

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  • A Week of Turkey & Bombs

    The holiday-shortened trading week of Thanksgiving had most Americans giving thanks for their many blessings over the past year.  Unfortunately, for those living in say South Korea had to deal with bombs being lobbed over by their fellow North Korean neighbors.  This past week on a global front w

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  • Treading Water

    It was another see-saw week with respect to the equity markets, as the biggest news on the five-day trading week was General Motor’s initial public offering on Thursday, which raised over $18.1 billion in shares.  The other action surrounded the Federal Reserve as Ben Bernanke & Co.

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  • The Bubble Finally Bursts

    Stocks continued to sag throughout this past week, with traders once again taking their cues from overseas.

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  • Running of the Bulls

    The stock market went on a rampage this past week as equities surged northward due to several important events including the mid-term elections, the Fed’s policy announcement, and an improving employment report for the month of October.  All the major equity indexes moved higher, partly due to th

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  • So much for a Spooky October

    The stock market had its best October since 2003 due largely in fact to strong earnings reports, a growing economy and an improving report on jobless claims.

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