Posts Archive | Page 7 of 88

Could There Be Major Tax Reform in 2017?

The November elections resulted in a Republican sweep of the White House, the U.S. House of Representatives, as well as the U.S. Senate—results that could…

Paula Allgood January 25, 2017

Claiming Business Tax Deductions for Gifts – What You Need to Know

As we approach the holiday season, we wanted to make you aware of the IRS rules for gifts to employee, business associates, and referral sources.…

Carla Medrano November 28, 2016

DOL Overtime Regulations Blocked – Now What?

UPDATE: On November 22, the U.S. District Court for the Eastern District of Texas granted a preliminary injunction on the implementation of the new Department…

Carla Medrano October 31, 2016

Presidential Elections and the Stock Market

Next month, Americans will head to the polls to elect the next president of the United States. While the outcome is unknown, one thing is…

Steven Lugar October 3, 2016

IRS Warns On New Scam Involving Fake Tax Bills & Affordable Care Act

IRS scammers are at it again, and are now targeting your email’s inbox. WSJ‘s Laura Saunders explains and has tips for those who receive fake…

Genny Cordell September 30, 2016

History on the Run

When news breaks and markets move, content-starved media often invite talking heads to muse on the repercussions. Knowing the difference between this speculative opinion and…

Jacob King September 30, 2016

Education Planning – A Homework Assignment for Parents

With school back in session in most of the country, many parents are likely thinking about how best to prepare for their children’s future college…

Clint Dunn September 12, 2016

GDP Growth and Equity Returns

Many investors look to gross domestic product (GDP) as an indicator of future equity returns. According to the advance GDP estimate released by the Bureau…

John Hetzel July 6, 2016

What Brexit Means for Your Investment Portfolio

Unless you are vacationing at some remote locale in which you are cutoff from TV or theinternet, you are well aware of what has commonly been called…

Steven Lugar June 28, 2016

The Fraudsters Are Calling, Not Your Custodian!

Be aware! Fraudsters are calling pretending to be Customer Service Representatives of Charles Schwab and Fidelity Investments. The odds are you’ll never receive one of…

Jacob King June 9, 2016

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…

Pat Beaird April 20, 2016

What the New Fiduciary Standard Means for You

The final ruling from the Department of Labor (DOL) on the long awaited regulations requiring advisors to act as “fiduciaries” was announced last week. The…

Steven Lugar April 20, 2016

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