News, Updates, & Resources
February 2018 Monthly Insight: The New Tax Code and Tax Planning
"There's just one thing I can't figure out. My income tax." – Nat King Cole "The hardest thing to understand in the world is the income tax." – Albert Einstein This past year, Halloween was barely over when House Republicans introduced their version of tax reform....
Quarterly Market Review (QMR) – Q4 2017
We are so excited to present to you our Quarterly Market Review for Q4 2017. In this comprehensive PDF, you'll find valuable information on market performance during the quarter across various domestic and global asset classes, as well as an in-depth discussion of...
Creating a Financially Organized Life
Financial organization is a cornerstone of a healthy financial life. At the most basic level, financial organization saves time and money because it aids in paying bills on time, finding needed documents during tax season, providing proof of payment, disputing...
January 2018 Monthly Insight: Looking Back at 2017
“We have two classes of forecasters: Those who don't know – and those who don't know they don't know.” --John Kenneth Galbraith Annual Market Review 2017 The year 2017 was eventful, to say the least. President Trump and Congress tried, without success, to repeal...
December 2017 Monthly Insight: The Importance of Sustainable and Predictable Inflation
Inflation is when you pay fifteen dollars for the ten-dollar haircut you used to get for five dollars when you had hair. --Sam Ewing, former professional baseball player and All-American at The University of Tennessee On Wednesday, November 9, Janet Yellen...
7 Questions to Ask Your CPA Before Year-End
Although tax season is still months away, tax management should begin in the fall – especially for high-income earners facing the 3.8% net investment income tax, AMT, and other taxes. Our handy, downloadable PDF contains seven questions that can help you open a...
November 2017 Monthly Insight: Thoughts on Tax Reform and Stock Market Highs
“Don't tax you, don’t tax me, tax that man behind the tree.” —Louisiana Senator Russell Long; former chair of the Senate Finance Committee (1966 to 1981) Tax reform The House Ways and Means Committee released H. R. 1, The Tax Cuts and Jobs Act, on Thursday,...
Deciding When to Retire: When Timing Becomes Critical
Deciding when to retire may not be one decision but a series of decisions and calculations. For example, you'll need to estimate not only your anticipated expenses, but also what sources of retirement income you'll have and how long you'll need your retirement...
Health Care Checklist for Finding the Best Coverage
Each fall, it’s important to review your health care needs and consider your available insurance options for the coming year. A recent survey found that 53% of respondents with employer-based coverage say they’re likely to keep their current plan. Only 37% review...
Health Savings Accounts: Are They Just What the Doctor Ordered?
Are health insurance premiums taking too big of a bite out of your budget? Do you wish you had better control over how you spend your health-care dollars? If so, you may be interested in an alternative to traditional health insurance called a health savings account...