merry-xmas-header.jpg  
December Issue 2013
Tax Strategies for a Booming Market
Overspending Christmas Family Financial Stress
Quick Links
 
Honorable Mention July 2013: 
Awarded
by
Irwindale Chamber of Commerce


Webpage

Been referred to us?
Ask how our Money Management Program preserves & grows wealth
 Call or email Gene directly 
626-294-4728

 
Where to find us
255 E. Santa Clara St. #300
Arcadia, CA, 91006
  

  View my profile on LinkedIn
Greetings! 
 
The story of Christmas begins with Mary and Joseph traveling to Bethlehem to be counted in a census.  The Roman government had ordered these actions in order to accurately tax its citizens.  The story concludes with wise men honoring the young child, Jesus, by bringing him gifts and treasures. Taxes and gifts continue to be a part of our holiday season today.  The articles in this newsletter offer excellent insights regarding these two topics at this busy time of year.

Thank you for your patronage!  We look forward to serving you again in the New Year.  From all of us at Professional Advisory Services - Seasons Greetings & Merry Christmas!
 

keyboard-finger.jpg

Featured Article:  Tax Strategies for a Booming Market


By Carolyn T. Geer 

of The Wall Street Journal

November 23, 2013

 

Good news:  Stocks are way up this year.  Bad news:  Tax rates are up, too, and not just for the super-rich.  Here's how to keep more of what you reap.  (More)

 

stripes-xmas-stockings.jpg
 
Featured Article:  Overspending Christmas Family Financial Stress 

By The Survivors Club Staff

 

Overspending for Christmas can cause a lot of financial stress for a family, but it is easy to do when you do not have a plan that limits the amount of money that you spend on things like gifts, decorations, food and transportation. (More)

Securities & Investment Advisory Services offered through Girard Securities, Inc. a registered broker/dealer, member FINRA and SIPC. Professional Advisory Services is not affiliated with Girard Securities, Inc.