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Patience is a virtue

Videos

Patience is a virtue

In this week’s video: Quote of the week by Charlie Munger Financial tip of the week: Be patient when investing.

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Weekly Market Commentary – January 21, 2020

Market Commentary

Weekly Market Commentary – January 21, 2020

Optimism from continued progress on trade pushed the S&P 500 to new highs last week. The U.S. and China signed a “phase one” deal that included an agreement by the U.S. to reduce tariffs in exchange for promises of increased purchases of U.S. goods by China and adjusted rules to allow U.S. corporations to better compete in China.

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10 Tax Planning Tips Your CPA Might Have Missed

Infographics

10 Tax Planning Tips Your CPA Might Have Missed

There’s more to tax planning than you think. Do you understand how each of your accounts are taxed? How did you set up your retirement plan? Have you considered an HSA? Take control of your taxes and how they fit into the big picture. Check out 10 planning tips your CPA might have missed. View the Infographic

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Market Predictions: Why You Shouldn’t Take Them Too Seriously

Videos

Market Predictions: Why You Shouldn’t Take Them Too Seriously

In this week’s video: Quote of the week by Mark Twain Financial tip of the week: Don’t take market predictions too seriously.

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Free Guides

10 Tax Tips

CPAs and the online programs you might use come tax time specialize in preparing your taxes — not tax planning. Think bigger than year to year. Tax planning takes into account the larger picture of your investments, assets, estate strategy and other parts of life to protect your finances over decades.

Our resource “10 Tax Planning Tips Your CPA Might Have Missed” breaks down this complex discussion into concrete, actionable items that can help you think strategically about taxes.

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Weekly Market Commentary – January 13, 2020

Market Commentary

Weekly Market Commentary – January 13, 2020

The U.S. employment report missed expectations, but it reinforced our view that the U.S. labor market remains strong. As shown in the accompanying chart, 145,000 new jobs were created, missing expectations of 160,000. Wages have risen 2.9% over the last year, falling below 3% for the first time since late 2018.

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The SECURE Act: How Tax Law Changes May Change Your Retirement Planning

Videos

The SECURE Act: How Tax Law Changes May Change Your Retirement Planning

In this week’s video: Quote of the week from Khalil Gibran Financial tip of the week: Chris discusses the recently approved by Congress SECURE Act

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Indexed Universal Life Doesn’t Work the Way You Think It Does

Blog

Indexed Universal Life Doesn’t Work the Way You Think It Does

Even for those clients familiar with Indexed Universal Life insurance policies, most don’t truly understand how they work. Sure, they understand that premiums paid into the policy are added to the cash value and then the cash value is credited based on the performance of the chosen index (or indexes).

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Free Guides

Year-end Tax Checklist

The tax process is notoriously complex – there are plenty of details you could miss and plenty of cracks for money to fall through. What are the changes to your tax profile since the Tax Cuts and Jobs Act? Are you protecting your assets for the present and your estate for the future? Will you take the standard deduction or will you itemize?

Our tax checklist can help you prepare for these questions. Taxes are part of life. Let’s take as much stress out of the process that we can.

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Weekly Market Commentary – January 6, 2020

Market Commentary

Weekly Market Commentary – January 6, 2020

The new year and decade started off where the last one finished as major stock market indexes opened the year by reaching new highs. The good spirits, supported by continued progress toward a Phase One trade deal with China, boosted markets.

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