Blog Investment & Financial News

2021 1099 Release Information

TD Ameritrade 1099 Release Information TD Ameritrade is releasing 1099s in waves: The first wave will be released on January 21, 2022 The second wave will be released on February 4, 2022 The third wave will be released on February 11, 2022 The fourth wave will be released on February 17, 2022 You can find…

New Client Portal Experience

We are excited to announce that we will be upgrading your financial portal to provide a more consolidated and seamless experience. Here’s what you can expect: 1. A New, Modern Interface: How we interact with the many screens around us is always evolving and improving. Our new interface takes advantage of the latest trends to…

2021 4th Quarter Investment Commentary

 • The S&P 500 Index gained 11% on the quarter and over 28% on the year, buoyed by strong corporate earnings growth. • The U.S. economic recovery remained on firmed footing despite inflation, COVID-19 and supply chain disruptions. Going forward, extreme fiscal and monetary support will likely be withdrawn in favor of the private…

What Issues Should I Consider at the Start of the Year?

At the start of the year, there are several issues that should be considered including the following: Reflecting on your previous year’s goals Identifying new goals for the year Evaluating any new cash flows and adjusting your spending and saving accordingly Reviewing tax issues, insurance issues and legal issues Follow this link to see the…

2022 Key Financial Data

Follow this link to download the most recent copy of 2022 Key Financial Data. If you have any questions about the new rules or limits, feel free to schedule with an advisor.  

Should I be Worried about Inflation?

Rising inflation has been a growing concern over the last few months for many investors. U.S. consumer prices, as measured by the consumer price index (CPI) were up 6.9% for the year ending November 2021, the largest annual increase since 1982 (1). Policymakers (e.g., the Federal Reserve) pay closer attention to Core inflation, which is…

Changes Coming in Early 2022 to Your Financial Portal

We are excited to announce that early next year, we will be upgrading your financial portal to provide a more consolidated and seamless experience. Here’s what you can expect: A New, Modern Interface: How we interact with the many screens around us is always evolving and improving. Our new interface takes advantage of the latest…

2021 Year-End Tax Planning

The window for many tax-saving opportunities closes on December 31st. It’s important to evaluate your tax situation, while there’s still time to affect your bottom line for the 2021 tax year. Your specific circumstances should be considered, so please reach out if you have any questions about 2021 Year-End Tax Planning. Charitable Contributions There are…

Company News

New Client Portal Experience

Changes Coming in Early 2022 to Your Financial Portal

What We are Thankful For

Changes Coming in Early 2022 to Your Financial Portal

2021 Turkey Trot

Market Commentary

2021 4th Quarter Investment Commentary

2021 3rd Quarter Commentary

2021 1st Quarter Commentary

2020 4th Quarter Commentary

2020 Third Quarter Commentary

Retirement Planning

Medicare Open Enrollment for 2022 Begins October 15

Taking Advantage of Employer-Sponsored Retirement Plans

The Huge Cost of Doing Nothing

Time is Running out for the SIMPLE Retirement Option

Train for Your Financial Success

Tax Planning

2021 1099 Release Information

2022 Key Financial Data

2021 Year-End Tax Planning

Capital Gains FAQs

What is my Tax Bracket?

Cyber Security

Cybersecurity 101

New Changes to Web-Portal Password Requirements

Equifax Data Breach Update: Make a claim today

Cybersecurity 101

Beware of Phishing