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Contents

Death and Taxes

The Mad Hatters of Wall Street

LibraryThing: What Could You Borrow?

Riding for The Children's Hospital

Summer 2010 Knowledge Letter:
The Faster We Go, The Madder We Get

Forlorn bicycle outside a Frisco, CO watering hole one evening in late May. [photo]
Forlorn bicycle outside a Frisco, CO
watering hole one evening
in late May.

Does it seem that we are all spinning our wheels of late? Or, are we just riding on a cold, wet seat?

Between changes in law and lack of legislative action, it may seem that investment planning is taking us in circles—or at best leaving all of us holding our breath, wondering what the most logical course of action is in a very illogical climate. (And, I haven't even had a chance to digest yet—let alone write about—the problems presented by Greece and oil.)

In this issue of The Knowledge Letter, I examine what the current legislative morass surrounding the estate tax may mean for families. I also offer some take-home lessons for more ordinary investors from the on-going Goldman Sachs fraud case.

On the lighter side, find out what you can borrow from my library and how to support The Children's Hospital through my Courage Classic ride.

Steve Smith, Founder of RightPath Investments [photo]Please feel welcome to forward this newsletter to colleagues or friends. If this newsletter was forwarded to you and you would like to receive future issues, you are welcome to subscribe above.

Many blessings,
Steven R. Smith

Death and Taxes:
What the Heck is Going on with the Estate Tax?

Get your sense of humor ready if you need to tackle estate tax planning adjustments in 2010. The tug-of-war between the conservative and moderate/liberal sides of Congress has left families and estate planners in a legislative morass until the end of the year. From changes in the exemption amounts to impacts on what carry-over basis is used, the EGTRRA mess inherited by the Obama administration will require agility to navigate. Read on…

The Mad Hatters of Wall Street:
What the Goldman Sachs Case Means for Ordinary Investors

While Goldman Sachs executives utter nonsense at Senate Committee hearings, what investors really need to know about their risk of being subject to the various games going on in the banking industry is this: does the person I go to for financial advice have an obligation to place my interests before their own? The Goldman Sachs’ case offers some interesting touchstones for answering that question. Read on…

LibraryThing: What Could You Borrow?

Since investor education is part of the RigthPath Investments mission, we have a practice of loaning of (perhaps too) extensive library of books related wealth management, financial planning, investment management, and financial lifestyles. We'll loan them to clients, prospects, colleagues and just about anyone who seems like a good guy or gal—provided that person can physically get the book from and to us. But, how do you know what to pick? Well, now you can browse the contents of our library through our LibraryThing on our News & Resources page: see titles, book covers, authors and click through for ratings, summaries and more. Enjoy!

Riding for The Children's Hospital

I'm very excited to be riding in the Courage Classic again to support The Children's Hospital. If you would like to learn more about The Children's Hospital, the Courage Classic, or would like to support my ride, please visit my rider's page. It takes all of us to provide the medical research and care that these children need!