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222 West Las Colinas Blvd. Irving, TX 75039. The Cycle of Investing. Understanding the cycle of investing may help you avoid easy pitfalls. Do You Feel Lucky? Recent changes in estate tax laws could affect the strategy you have in place. Events on Wall Street. Can successful investors predict changes in the markets? Some can but others miss the market’s signals. Perception vs. Reality. There’s an alarming difference between perception and reality for current and future retirees. Do You Feel Lucky? Tax pr...

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222 West Las Colinas Blvd. Irving, TX 75039. The Cycle of Investing. Understanding the cycle of investing may help you avoid easy pitfalls. Do You Feel Lucky? Recent changes in estate tax laws could affect the strategy you have in place. Events on Wall Street. Can successful investors predict changes in the markets? Some can but others miss the market’s signals. Perception vs. Reality. There’s an alarming difference between perception and reality for current and future retirees. Do You Feel Lucky? Tax pr...

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Home | Sigma Capital Advisers | sigmacapitaladvisers2.com Reviews

https://sigmacapitaladvisers2.com

222 West Las Colinas Blvd. Irving, TX 75039. The Cycle of Investing. Understanding the cycle of investing may help you avoid easy pitfalls. Do You Feel Lucky? Recent changes in estate tax laws could affect the strategy you have in place. Events on Wall Street. Can successful investors predict changes in the markets? Some can but others miss the market’s signals. Perception vs. Reality. There’s an alarming difference between perception and reality for current and future retirees. Do You Feel Lucky? Tax pr...

INTERNAL PAGES

sigmacapitaladvisers2.com

1

Estate Building Block: Understanding the Alternate Valuation Date

http://www.sigmacapitaladvisers2.com/resource-center/estate/estate-building-block-understanding-the-alternate-valuation-date

222 West Las Colinas Blvd. Irving, TX 75039. Understanding the Alternate Valuation Date. When an individual dies, the executor is faced with an important decision that has the potential to impact the taxes owed by the estate and its heirs.¹. The executor will have the option of valuing the estate on the date of death, or on the six-month anniversary of death — the “Alternate Valuation Date.”. It may seem like an obvious decision and simple choice, but it’s not. Here’s why. Let’s take a look at a hy...

2

Critical Estate Documents | Sigma Capital Advisers

http://www.sigmacapitaladvisers2.com/resource-center/estate/critical-estate-documents

222 West Las Colinas Blvd. Irving, TX 75039. Durable Power of Attorney. What does it do? Enables you to own property jointly with another person. Authorizes someone to handle legal and financial decisions if you become incapacitated. Holds your belongings until your death. Can it authorize someone to handle your financial affairs if you are unable to communicate? Can it specify how you want your belongings transferred after your death? But only those belongings owned jointly. When does it go into effect?

3

Pay Yourself First | Sigma Capital Advisers

http://www.sigmacapitaladvisers2.com/resource-center/money/pay-yourself-first

222 West Las Colinas Blvd. Irving, TX 75039. Each month you settle down to pay bills. You pay your mortgage lender. You pay the electric company. You pay the trash collector. But do you pay yourself? One of the most basic tenets of sound investing involves the simple habit of “paying yourself first,” in other words, making the first payment of each month into your savings account. The Genius of Pay Yourself First. The trick is to prioritize. Make it a point to put your future first. At first, sav...If re...

4

Budget Check Up: Tax Time Is the Right Time | Sigma Capital Advisers

http://www.sigmacapitaladvisers2.com/resource-center/money/budget-check-up-tax-time-is-the-right-time

222 West Las Colinas Blvd. Irving, TX 75039. Budget Check Up: Tax Time Is the Right Time. Be careful with cash. Cash purchases don’t show up on monthly statements, making them more difficult to track. Consider keeping receipts for all cash purchases. It seems a shame not to make the most of all that effort. One method for doing a thorough budget check-up involves six steps. Start by dividing expenses into useful categories. Some possibilities: home, auto, food, household, debt, clothes, pets, enterta...

5

Countdown to College | Sigma Capital Advisers

http://www.sigmacapitaladvisers2.com/resource-center/lifestyle/countdown-to-college

222 West Las Colinas Blvd. Irving, TX 75039. Many universities like to see multiple years of foreign language on a transcript. Source: Collegeapps.about.com, March 11, 2016. Most parents want to give their children the best opportunity for success, and getting into the right college may help open doors. A recent study found that individuals with a Bachelor's degree or better accounted for 34% of all workers in America — and 53% of all earnings.¹. During their sophomore year, some students may have the op...

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The experience and science of portfolio management. Active management to protect and profit. Education comes through experience, especially when it comes to trading. Benefit from our combined 50 years of market experience. Have 24-hour access to your account which is custodied with TD Ameritrade. Our internal indicators are the core of our managment style. They help us dodge the pitfalls and find the opportunities.

sigmacapitaladvisers2.com

Home | Sigma Capital Advisers

222 West Las Colinas Blvd. Irving, TX 75039. The Cycle of Investing. Understanding the cycle of investing may help you avoid easy pitfalls. Do You Feel Lucky? Recent changes in estate tax laws could affect the strategy you have in place. Events on Wall Street. Can successful investors predict changes in the markets? Some can but others miss the market’s signals. Perception vs. Reality. There’s an alarming difference between perception and reality for current and future retirees. Do You Feel Lucky? Tax pr...

sigmacapitaladvisors.com

Sigma Capital Advisers

The experience and science of portfolio management. Active management to protect and profit. Education comes through experience, especially when it comes to trading. Benefit from our combined 50 years of market experience. Have 24-hour access to your account which is custodied with TD Ameritrade. Our internal indicators are the core of our managment style. They help us dodge the pitfalls and find the opportunities.

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