Year-End Planning for Potential Tax Reform

12.7.17 | Tax Planning

        As you have probably read, the Senate passed its own version of the “Tax Cuts and Jobs Act” early Saturday morning.  To work out the differences between the House...

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The New Tax Legislation

11.8.17 | Tax Planning

Chances are, you’ve heard that tax “reform” is right around the corner—that is, if you can call it “reform” when hundreds or perhaps thousands of new pages are about to be added to...

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Don’t Miss Open Enrollment

10.30.17 | Insurance

Each year, the Affordable Care Act—popularly known as Obamacare—creates a period when health insurance policyholders can buy or change their coverage through state exchanges or the government website.  This year, many locations will...

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Third Quarter 2017 Market Review

10.16.17 | Investments

Third Quarter 2017 Market Review The attached report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of...

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Tax Reform—or Not?

10.4.17 | Tax Planning

You can be forgiven if you’re skeptical that Congress will be able to completely overhaul our tax system after failing to overhaul our health care system, but professional advisors are studying the newly-released...

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Protecting Your Identity

9.28.17 | Industry News

        As the recent Equifax data breach continues to unfold, below are items you can do to help protect yourself: 1. Check to see if you were potentially affected.  Equifax has on...

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How to Respond to a Data Breach

9.11.17 | Industry News

You may have read that hackers broke into the Equifax database and stole personal information tied to 143 million people.  The hackers accessed people’s names, Social Security numbers, birth dates, addresses and, in...

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Charitable gifting from your IRA

9.1.17 | Financial Planning

In late 2015, Congress made permanent a rule that allows certain individuals the ability to make charitable donations directly from their IRA.  Named a “qualified charitable distribution” (QCD), individuals who are over age...

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World of Opportunities

8.14.17 | Investments

When you hear the financial media, friends, family, and co-workers refer to the market, what comes to mind? Chances are they are referring to the S&P 500 or the Dow Jones 30. However,...

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Don’t Sell on Headlines

8.11.17 | Industry News

So far, the world markets seem to be shrugging off the sabre-rattling coming from North Korea (normal behavior) and the U.S. White House (complete departure from policy). The smart money is betting that...

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