Investors Corner | BH Courier

No Easy Options in Russia Sanctions Over Crimea Land Grab

Vladimir Putin’s annexation of Crimea on Tuesday increases the pressure on western governments to hit Russia with tough sanctions but, as momentum for action grows, there are no easy options. Trade and economic sanctions could do real damage to the Russian economy and Moscow’s power of reprisal is limited, analysts say. But punitive measures would […] Read More

U.S. Stocks Gain in Early Trade

US stocks gained modestly in early trade Wednesday with investors mostly tentative ahead of Federal Reserve Chair Janet Yellen’s testimony in Congress on Thursday. An hour into trade, the Dow Jones Industrial Average was up 54.46 points (0.34 percent) at 16,234.12. The broader S&P 500 gained 5.54 (0.30 percent) at 1,850.66, while the Nasdaq Composite […] Read More

Merrill Edge Report: Los Angeles and Ventura County

Posted Thursday, May 24th, 2013 – 5:55PM (BHC) by Dwayne Ladd This is current information given to us by the Merrill Edge, an annual report of people with 50k to 250k to invest. Most Los Angeles mass affluent parents won’t necessarily object to the cost of college solely based on price—as long as they’re not […] Read More


Lisa Detanna, Financial Advisor With the U.S. tax code for federal gift and estate tax changing in 2013, it’s never been more important to estimate and plan for your estate tax. In fact, this could be one of the largest expenses your estate may have to pay. Read More

The Giving Dilemma

By Amir Mossanen, Wealth Advisor, Wells Fargo Private Bank High-net-worth families have the extraordinary opportunity of gifting $5,120,000 per person through the end of 2012 as part of the tax code’s lifetime gift exemption (For 2011 the amount was $5,000,000; the gift tax applicable exclusion amount is adjusted for inflation after 2011. The inflation adjusted […] Read More