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End of Year Tax Planning
Paula Allgood

End of Year Tax-Planning Reminders

2019 has flown by and we are quickly approaching the holiday season. It is also year-end tax planning season and we are here to help!

IRS2Go
Deanne Wilson

The IRS Launches IRS2Go Mobile App

IRS2Go is the Official Mobile App of the IRS Check your refund status, make a payment, sign up for helpful tax tips, and more!  IRS2Go

Déjà Vu All Over Again
Jacob King

Déjà Vu All Over Again

Investment fads come and go. Letting short-term trends influence your approach may be counterproductive to pursuing your financial goals.  Investment fads are nothing new. When

E+R=O
Jacob King

E+R=O, a Formula for Success¹

“The important thing about an investment philosophy is that you have one you can stick with.” – David Booth Founder and Executive Chairman Dimensional Fund

Sail Boat
Clint Dunn

Sailing with the Tides

Embarking on a financial plan is like sailing around the world. The voyage won’t always go as planned, and there’ll be rough seas, but the

Pat Beaird

Pessimism Sells

Over recorded time, things have generally gotten better for most people, most of the time.  That applies across all of humanity and certainly to the

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