Jan 20, 2022 | Markets & Investing
Tax Planning Surprised by a tax bill this year? Consider ways to pay without interrupting your financial plan. Filing season is underway, and many working Americans are already receiving their refunds – but what happens if you were expecting to break even or receive a...
Jan 5, 2022 | Markets & Investing
Markets and Investing Combat common cash myths with cold, hard facts. We hear it all the time. Cash is king. And like a monarch, cash isn’t worth much if it just sits there doing nothing. No less an authority than the Oracle of Omaha himself, Warren Buffett, makes it...
Dec 30, 2021 | Markets & Investing
Newsletter 2022
Nov 12, 2021 | Markets & Investing
Maintain your composure – and long-term focus – when volatility emerges. It can be unsettling for investors when their portfolios and the markets start heading into the red. Here are six investing basics to keep in mind during volatile times. 1. Periods of volatility...
Oct 21, 2021 | Markets & Investing, Tax Planning
Pass-through entities now have a more level planning field with businesses that benefitted from the 2017 corporate tax reduction.You might recall that the Tax Cuts & Jobs Act, enacted in December 2017, reduced corporate tax rates from 35% to 21%. Given this...
Oct 14, 2021 | Markets & Investing
Markets and Investing October 12, 2021 Doug Drabik discusses fixed income market conditions and offers insight for bond investors. Trading and investing (as it pertains to bonds held in your investment portfolio) may seemingly be equivalent but they are inherently...
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