The beginning of a new year presents an opportunity for investors to recalibrate and review their goals. Often among these is a renewed endeavor to give back in a charitable fashion. While it may seem counterintuitive, the appropriate planning … [Read more...]
Examining the personal debt bubble
As the United States recovered from the Great Recession, a lot of people paid down personal debt and increased their savings. As the economy has improved, Americans have gone back to spending. According to the Federal Reserve Bank of New York, … [Read more...]
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
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
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
Important dates for taxes this year: Tax Form Mailing Dates - 2018 … [Read more...]
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
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
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
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...]
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