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Blog

Timing Isn't Everything
Jacob King

Timing Isn’t Everything

Over the course of the holidays, it’s not unusual for the stock market to be a topic of conversation at a dinner party or other

FAANG Mentality
John Hetzel

How Markets Work and the FAANG Mentality

Is the market getting by with a little help from the FAANGs? And does their performance stand out historically? Investors may be surprised that it’s

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!

Charitable Giving Strategies
Jacob King

Charitable Giving Strategies

As you consider your year-end charitable giving strategies – whether you want to support the recovery efforts for the victims of the recent tornadoes, support

Getting to the Point of a Point
John Hetzel

Getting to the Point of a Point

A 500-point swing in the Dow doesn’t mean as much as it used to. Here’s why and what it means for your investment portfolio. A

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

Why Should You Diversify?
Ginnie Baker

Why Should You Diversify?

As 2019 approaches, and with US stocks outperforming non-US stocks in recent years, some investors have again turned their attention towards the role that global

Tax Reform Provides New 20% Deduction
Ron Skalberg

Tax Reform Provides New 20% Deduction

The new 2018 Section 199A tax deduction, also known as the Qualified Business Income (QBI) deduction, arises from the Tax Cuts & Jobs Act of

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