Market Commentary, Political Commentary, Tax Issues
2019 Mid – Year Investment Update
Greetings, Even though accounts are positive year-to-date after a swift recovery from the Q4 2018 volatility, most people do not realize that the S&P 500 has been essentially flat since the market
Market Commentary, Retirement, Tax Issues
Is now a good time to invest?
Q: Is now a good time to invest? Jerrod Ferguson: “The answer to this question always depends on one thing: When will you need to use the money? Once we know your time horizon and long term financial
Tax Issues
Tax Planning Be Proactive…. Let Us Help
Tax laws have changed in 2018, and as year-end quickly approaches, time is running out to make vital adjustments to your tax plan — or risk affecting your return. “We want to make sure we’re being pro
Tax Issues
Will You Benefit Or Lose With The New Tax Laws?
New tax laws are significant and sweeping. To move from loss to gain, it’s time to rethink your tax strategy — especially in retirement. When it comes to your finances, knowledge provides protection w
Charitable Giving, Tax Issues
A Tax Reduction Strategy For People Who Give Back
Your financial plan serves more than just you. When executed with intention and heart, it helps you forge an achievable path to something greater. Many of our clients, for example, include charitable
Tax Issues
State and Local Tax Reform
The new tax reform bill that has been agreed upon by the House and Senate, but not yet signed into law as of December 18th, seeks to limit the deduction of property taxes as well as state and local in