Posts Archive | Page 6 of 96

Are you on QuickBooks Desktop 2015?

Effective May 31, 2018, access to add-on services (such as payroll services, credit card and check processing, bill pay, online bank downloads, and many other…

Kristy Carlton May 18, 2018

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…

Clint Dunn April 2, 2018

Tax Reform – Meals & Entertainment

This is our first in a series of Tax Reform topics. As most of you know, the new law took an axe to some significant…

Ron Skalberg January 12, 2018

As Goes January, So Goes the Year?

As investors ring in the new year, some may see the occasional headline about the “January Indicator” or “January Barometer.” This theory suggests that the…

Jacob King January 10, 2018

Important Update on Property Taxes and Other Year-End Steps

As you may have seen from our prior post, Year-End Tax Tips, In Light of Tax Reform, the new tax law that passed last week…

Paula Allgood December 28, 2017

Year-End Tax Tips, in Light of Tax Reform

The end of the year is traditionally a good time to tackle tax planning. You have an idea of what your total income will be,…

Ron Skalberg December 22, 2017

To Bit or Not to Bit: What Should Investors Make of Bitcoin Mania?

Bitcoin and other cryptocurrencies are receiving intense media coverage, prompting many investors to wonder whether these new types of electronic money deserve a place in…

Clint Dunn December 21, 2017

Senate Passes Tax-Reform Bill

Early Saturday morning, the U.S. Senate passed the “Tax Cuts and Jobs Act, H.R. 1.” As reported by the Journal of Accountancy, “The Senate bill…

Paula Allgood December 5, 2017

Key Questions for the Long-Term Investor

Focusing on what you can control can lead to a better investment experience. Whether you’ve been investing for decades or are just getting started, at…

Clint Dunn December 4, 2017

The Uncommon Average

“I have found that the importance of having an investment philosophy, one that is robust and that you can stick with, cannot be overstated.” —David Booth…

Tra Sullivan October 4, 2017

Equifax Security Breach

In response to several inquiries around the recent Equifax security breach – which compromised the personal information of as many as 143 million Americans –…

Clint Dunn September 15, 2017

Lessons for the Next Crisis

It will soon be the 10-year anniversary of when, in early October 2007, the S&P 500 Index hit what was its highest point before losing…

Jacob King September 11, 2017

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