Market Watch

May 25, 2012 @ 04:17 PM

Dow Jones Industrials 12,454.83- 74.92
Nasdaq Composite 2,837.53- 1.85
S&P 500 1,317.82- 2.86
NYSE Composite 7,534.33- 18.03
AMEX Composite 2,227.38+ 1.45
10 Year Treasury Note 1.75- 0.01

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Stump Bardash

Bryan Lane
Columbus, OH

My name is Bryan Lane, welcome to my website.  I focus on helping clients with retirement planning, wealth management and income distribution.  It is important to understand your financial options based on your personal needs.

I am a member of the Paramount Planning Group and an associate of Stump-Bardash.  The Paramount Planning Group (PPG) is comprised of distinguished, innovative and respected financial professionals associated with AXA Advisors, LLC.

My training and experience have fostered my practical approach to offering financial services to my clients rather than just recommending unrelated products.  I will first look at your specific financial goals and investment objectives.  Working together we can formulate a strategy to help you work toward your goals.

I enjoy spending time with family, traveling, being an active member of my local Rotary Club and coaching youth sports.  I live with my wife, Kendra and our two sons in Powell, Ohio.

Newsletters

Averaging Ups and Downs

Stock market volatility was the norm in 2011, and that can be hard on an investor’s nerves. Utilizing a dollar-cost averaging strategy may help even out your portfolio’s ups and downs, as explained in this article.

HOT TOPIC: American Manufacturing: Rebound or Renaissance?

During the last decade, U.S. manufacturing lost millions of jobs to foreign competition. The sector appears to be coming back strong, adding almost half a million jobs since 2010 as productivity rises. This article examines the conditions that originally caused the exodus of U.S. industrial production and those that may bode well for its future.

Variable Annuities and Your Retirement Strategy

An insurance product may appeal to pre-retirees who want to invest more of their current incomes for retirement and defer taxes on market gains. A variable annuity enables investors to pursue investment gains with the option to purchase guarantees (for an additional cost) to help protect against the downside risks of investing in the markets.

Favorable Dividend and Capital Gains Tax Rates Extended—for Now

The 2010 Tax Relief Act extended the 15% maximum tax rates on qualified dividends and long-term capital gains through December 31, 2012. But without further legislation, dividends will be taxed at ordinary income tax rates and capital gains tax rates will return to 20% (23.8% for investors in the two highest tax brackets) in 2013.

More Newsletters →

Calculators

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

More Calculators →

Contact Info

Phone: 614-389-4777 x3

bryan@stump-bardash.com

Local Office | Branch Office


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