Insights

Drawing on our deep industry knowledge, we assist clients with access to a wealth of insights and educational resources. Here, you can gain valuable perspectives on current market dynamics and explore our comprehensive retirement resources, offering a collection of financial planning, wealth management, and investment strategies.

Timely Q & A

A lot of our clients want to know what is meant by the term parabolic rise in a stock price. A parabolic rise is best shown by this illustration. You get a stock that’s basing, the price just stays stable, goes up and down a little bit, and then some news comes out and “boom”

Using Electronic Payments? Watch Out for a 1099-K

There’s a little-known tax form that has been around since 2010 that many will be surprised to see arrive for 2022 tax filing. It’s known as the 1099-K and was created to report business income on the tax return of the business or on Schedule C for self-employed individuals, but that’s set to change. For

Helping Your Child Buy a House

If you are looking for a way to help your children buy their first home, there are several options available. Determining which one is best for your circumstances depends on multiple factors, primarily on how much you are able to provide and what level of control you would like to retain. Here are a few

Planning for a Baby Financially: Four Ways to Prepare

As new parents, what are some of the things that we could be doing to better our long-term finances? Well, I think the whole process of introducing a baby to the world is so special and it’s so incredible. As much as we want everything to be full of bliss and full of joy and

The Hawkish Fed vs. The Market

I don’t think anyone would argue with me if I said, “These last couple of years have been kinda weird.” In this short video I’m going to talk about the markets and explain the term “Hawkish Fed” as it relates to interest rates and what’s happening in the stock market right now. The year has

RMD and QCD Changes for 2022

As we proceed into 2022, note there have been changes to the Required Minimum Distribution (RMD) rules affecting what you may be required to withdraw from your retirement accounts each year. RMDs had a prior change that pushed the start date out to age 72 (from 70 ½). If you are age 72, or will

Still Deciding New Year Resolutions?

It is January again, now in the year 2022. Did you make progress in organizing your financial life? Do you still need to make improvements? This is a good time to review what went well, and what didn’t. Here are some helpful suggestions to consider: How about making 2022 the year when you put aside

It Doesn’t Matter, Until It Matters

Hi Everybody, I hope you enjoyed a great summer. Is it just me or are summers flying by quicker nowadays? I don’t know, the days may crawl but the years do fly. Here is a quick update on the financial markets. The stock indexes are hitting all-time high levels. They are doing this despite the

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