Now we better know the rules of the game

We live in a country where the transition of power (or retention of power) occurs in a fair and orderly fashion.  Compare this to much of the world where such is not the case.

The voters have spoken and in so doing have chosen the programs as offered by the administration of President Obama.  As advisors to families who have accumulated high levels of net worth, we believe that Obama policies will seek a larger share from our clients.  It is important to recognize this, and plan accordingly.

There is a window of time between now and December 31, 2012 where we still get to play by the “old” rules as to wealth transfer and income taxes.  This is an important opportunity and one that should not be missed.  We all have much to do before year-end.

Essential Wisdom for Today's Market

We’d like to share with our reader’s a short (4 minute) webcast released by Selected Funds.  We find this to be a particularly useful resource to help navigate today's investing environment. It covers the following three essential themes that have guided some of history's most successful investors:

Stay focused on the long term - Recognize that periods of low returns for stocks have historically been followed by periods of higher returns

Remain unemotional - Avoid self-destructive behavior by controlling emotions and adhering to your investment plan

Be disciplined - Though frustrating and disappointing, short-term underperformance is an inevitable part of building long-term wealth

Click on this link and then “Play” to view webcast: http://www.selectedfunds.com/investorcenter

2012 Tri-State MS Autumn Walk

For thousands of people in the tri-state affected by Multiple Sclerosis, hope has become a reality!

This fall over one thousand walkers will walk together to make a difference in the lives of those living with multiple sclerosis and their families in the tri-state.   In 2001, volunteers established the Tri-State MS Association to offer local services to the many being diagnosed with multiple sclerosis and their families, right here at home. Today Tri-State MS offers enhanced local services and specialized health care to over 1,300 families in our community touched by this devastating disease.

Payne Wealth Partners is excited to proudly support the Tri-State Multiple Sclerosis Autumn Walk on Sunday Nov 4^that Romain Cross Pointe Auto Park.  Registration is at 12:30 with the walk to begin at 1:30.  There will be lunch, a silent auction and a DJ to spin some tunes. 

You’re invited to join the Payne Wealth Partners team and walk to support Tri-State MS. (Free Payne Wealth Partners t-shirt for those who join our team).  Contact us with your interest 812-477-6221 or email lawathen@paynewealthpartners.com