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What you should be doing now

February 18, 2018 by Sharon Pryse

What you should be doing now

Help! The market is at a record high. What should I do?! Yes, the market was trading in record territories, but things haven’t been as over-valued as they might have appeared. Corporate earnings are up, so while the price earnings ratios are high, … [Read more...]

Normal Can Feel Scary

February 12, 2018 by Nathan Woods

Normal Can Feel Scary

While this image captures many different scenarios, it certainly applies to the recent market activity.  Be sure to give us a call if you'd like to talk through the latest changes and your accounts. Imagine being in a boat in the ocean on a very … [Read more...]

How the New Tax Structure Affects You

January 31, 2018 by Jack Davidson Leave a Comment

How the New Tax Structure Affects You

In late 2017, Congress passed a new tax law that will affect your taxes in 2018. There were many changes to the tax structure, both for people and businesses that may affect your decisions this year and come tax time next year. Here are some ways the … [Read more...]

Tax Reporting Mailing Dates

January 23, 2018 by Jack Davidson

Important dates for taxes this year:  Tax Form Mailing Dates - 2018 … [Read more...]

Setting goals for a new year that you can reach

January 22, 2018 by Sharon Pryse

Setting goals for a new year that you can reach

Your Turn What are your goals for 2018? When setting your goals for the new year, it’s important to focus on a few things. Make sure your goals are yours. Whether it is decluttering your workspace, reducing debt or losing weight, your … [Read more...]

Retirement Savings Checklist for 2018

January 17, 2018 by Chad Schollaert Leave a Comment

Retirement Savings Checklist for 2018

When people make their resolutions for the new year, money is one of the most common themes. Whether it’s paying down debt, increasing savings, deciding to start a business or planning a vacation, money often touches our goals for the new year, … [Read more...]

Behavioral Economics and 401(k)s: Using Plan Design to Fight Irrationality

January 12, 2018 by Chad Schollaert

Behavioral Economics and 401(k)s: Using Plan Design to Fight Irrationality

By: Chad Schollaert, AIF, CRSP, Retirement Services In October, Professor Richard H. Thaler was awarded the Nobel Prize in Economic Sciences. While past winners of the award included groundbreaking works that address large-scale macroeconomic … [Read more...]

Tax Reform Arrives

December 20, 2017 by Jack Davidson

Tax Reform Arrives

By Jack Davidson, CPA, CFP® On Tuesday, December 19th, the House passed the tax reform bill with a vote of 227-203. The tax bill hit a late snag on Tuesday afternoon, as the Senate parliamentarian noted that the House-passed bill contained three … [Read more...]

It’s Time to Look at Year-end Planning

December 17, 2017 by Sharon Pryse

It’s Time to Look at Year-end Planning

As the year draws to a close, we begin to think about taxes and planning for the upcoming year. There’s no telling what the tax rules will be for 2018, but we might as well take control of what we can — our own spending and planning. Stay … [Read more...]

Federal Reserve Rate Hike – What does it mean?

December 15, 2017 by Nathan Woods

The Federal Reserve (Fed) raised interest rates by 0.25% (25 basis points) to a range of 1.25% to 1.50%. This is the third 25 basis point rate hike in 2017 and is in-line with forecasts set by Fed officials earlier this year. Key Points: Fed … [Read more...]

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