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DEIGHAN ASSOCIATES, INC. - REGISTERED INVESTMENT ADVISOR
455 HARLOW STREET BANGOR, MAINE 04401 - TELEPHONE 207.990.1117
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INVESTMENT QUARTERLY
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Spring 2012
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Debt is at the forefront of our long-term, structural challenges.
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MARKET COMMENTARY
Equity markets have been on a tear over the past six months. Large cap stocks are up 26%, small cap stocks are up 30%, and foreign stocks are up 15-19%. After such an extended rally, it seems prudent to take a step back and evaluate where to go from here. While there is much that could be discussed, for the purposes of this commentary we will focus solely on the larger challenges (and opportunities) facing the United States over the long term.
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MINIMIZING ESTATE TAXES
Tax season is the perfect time to remind ourselves that nest eggs can be dramatically impacted by factors that have little to do with investing. As such, we thought it useful to address some of the tax and legal issues that could have a profound effect on your finances in 2012 and beyond. Issues discussed include the Federal Estate Tax, the Maine Inheritance Tax, and the importance of maintaining accurate beneficiary designations.
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Full Newsletter in Adobe Acrobat© .PDF file format
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Deighan Associates, Inc. is an SEC Registered Investment Advisor. It is neither offering nor
rendering personalized investment advice or financial planning advice through this web site.
This site is limited to dissemination of general information about the Advisor's services.
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Deighan Associates, Inc. may transact business only in states in which it is registered, or
in which it is excluded or exempted from registration. Deighan Associates, Inc. is currently
registered in Maine, New York, Texas, and Florida, and has de minimus exemption to transact business for clients
in other states.
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Deighan Associates, Inc. can only render advice after the delivery of a Disclosure Statement
and the execution of an Agreement to Provide Investment Management Services or Consultation
Agreement signed by the client and the firm.
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© 1998 Deighan Associates, Inc.
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