By Jared Kizer, CFA When it comes to portfolio diversification, the main purpose of fixed income, or bonds, is to protect the wealth you’ve worked hard to accumulate. While stocks provide greater
By Angela Johnson, CFP® In fiscal year 2021, the IRS processed more than 261 million Federal tax returns and supplemental documents and issued just over $1 trillion in refunds to individuals. That’s
We all know the joke about death and taxes. While paying taxes is unavoidable, there are ways to make the process a little less painful. In this workshop we will evaluate and
By Daniel Campbell, CFA Despite a hopeful start, 2022 turned out to be a tumultuous year for financial markets. Last January, the Federal Reserve’s benchmark rate was near zero, mortgages were just over 3% and the 10-year Treasury was yielding a mere 1.5%. Stock markets had returned from their 2020 lows, and although the
By Daniel Campbell, CFA For the first time in over 50 years, both stocks and high-quality bonds were down in 2022. The last time this happened was 1969, and the story is eerily similar to what we just
ByMatt Nelson, MBA, CFP® Planning IRA distributions can be a challenge, especially for non-spouse beneficiaries who inherit the account from a deceased loved one. Making this dilemma even trickier to navigate – as of 2020, most non-spouse beneficiaries
By Jonathan Scheid, CFA, AIF® Higher inflation not only impacts prices for goods and services, but it also influences government program benefits and the taxes we pay. Government officials use a re-calibration system when they pass many laws now, and that
Despite a hopeful start, 2022 turned out to be a tumultuous year for financial markets. Last January, the Federal Reserve’s benchmark rate was near zero, mortgages were just over 3% and the 10-year Treasury was yielding a mere 1.5%. Stock markets
Original article by David McLellan for Kiplinger I came across an article (see link at the bottom of this page) and want to share it with you, our clients and readers. It
Fiduciaries have a relationship of trust with their clients by putting the client first and remaining loyal. Be careful! Not all advisors are fiduciaries. There are great ways to tell whether
