Jon M Schrank, CFP

Notes from the Road: Recent trips into a tunnel under Manhattan and on a crane above a Fort Lauderdale airport and seaport have aided muni bond analyst Courtney... Koester in evaluating transportation projects for potential investments. Read more about her on-the-ground and in-the-air approach to research here: https://americanfunds.com//viewing-construction-assets.htm

For those planning their 2014 IRA Contributions please note that your limits remain the same as 2013: $5,500, plus $1,000 as the "catch-up" provision for those over age 50. #IRAcontributionlimits #jonschrankcfp

The S & P, Dow and Russell 2000 saw new all time record highs for the month ending October 31, 2013. Will these indices finish strong as the year ends? Or will they start to pull back as 2013 winds down? #jonschrankcfp #dowjonesalltime high

The IRS announces that same sex married couples can now jointly file tax returns, if the couple was legally married in a jurisdiction that recognizes same-sex marriage. A more thorough financial plan for same sex married couples becomes an even greater need as the government starts to recognize same gender relationships. #samesexmarriage #jonschrankcfp

Interesting look at US Energy and the improvements we have made as a country in regards to becoming less dependent on foreign resources.

Europe is creating a Summer of uncertainty. One day the picture appears optimistic and the market responds positively, only to find the information changes the next day and the market reacts in the other direction. Anyone else frustrated with the ambiguity of this market? https://e.ptsm.us/4nAQX

The fluctuations of this stock market are sending mixed signals to investors. The week ending June 8th saw the best week for domestic equities markets for 2012, which helped to reverse the previous weeks losses. Dow still positive for 2012. #JonSchrankCFP https://e.ptsm.us/4yP3Rj