Newsletter/Blog

As we have crossed the one-year mark since the stock market bottomed, we felt the following recap from Brian Wesbury of First Trust nicely sums up the journey the markets have been on and why it’s possible for stocks to continue to make gains. Yes, Stocks Are...

These last few months have been crazy between COVID-19, the shut down of the economy, a pending election, civil unrest, and the impact on the financial markets.  Emotions have been at a peak and require us all to slow down and rely upon our values and our...

The COVID19 outbreak has torn throughout the globe and impacted nearly every area of life. This amount of change and uncertainty can be very unsettling and we remain steadfast in our commitment to help our clients through this period. Many clients have asked...

Curious about how much you are expected to receive in direct payments as part of the CARES Act relief bill? TaxFoundation.org has put together the calculator below to help you calculate that amount. A couple highlights on these payments: $1,200 for single-filers and...

We'd like to start off by congratulating those of you who are still following through on your New Year's resolutions! If you are not, you are certainly not alone. It's easy to get caught up in old routines and fail to make the changes you wished for. Building new...

As we move into 2020, its not only a new year but also a new decade! A lot of people like to focus on New Year resolutions and this year is no exception. Resolutions don’t have to be for dieting and exercise only and can also focus on finances. Here are our top five...

Health reimbursement arrangements (HRAs) are employer-sponsored accounts that help employees pay for health-care expenses on a tax-advantaged basis. An employer establishes HRA accounts on behalf of employees and allocates a certain amount of money to them each year....

This past month many of our team members attended our national conference where we had the opportunity to connect with industry experts and peers and share some fun time together. Among the highlights at the event each year are the keynote speakers, and it’s often one...

Just what you need, right? One more time-consuming task to be taken care of between now and the end of the year. But taking a little time out from the holiday chores to make some strategic saving and investing decisions before December 31 can affect not only your...

Our team of Professional Staff and Advisors helps busy and successful people make their lives simpler and more productive through personalized Financial Planning. Consistent with that commitment please join us in congratulating Erik Endersbe on passing his CFP® exam...