Blog Investment & Financial News

2022 1099 Release Information

TD Ameritrade is releasing 1099s in waves: The first wave will be released on January 20, 2023 The second wave will be released on February 3, 2023 The third wave will be released on February 10, 2023 The fourth wave will be released on February 24, 2023 You can find your tax documents on your…

2023 Key Financial Data

Follow this link to download the most recent copy of 2023 Key Financial Data.   If you have any questions about the new rules or limits, feel free to schedule with an advisor.

The 4 Changes from SECURE Act 2.0 You Should Know for 2023

SECURE Act 2.0 was signed into law at the end of 2022 as a follow up bill to the original SECURE Act that was signed into law in 2019. SECURE 2.0 targets several retirement provisions that go into effect over the next 10 years. We will focus on the changes for this year and continue…

Giving Cash at Christmas

John and Sarah (not their real names) are getting frustrated with Christmas gift-giving. Their kids are doing well and can pretty much buy anything they want. They struggle to come up with something meaningful to give during the holidays. This year, while commiserating at a warm coffee shop, they decide to write checks for their…

2023 Key Financial Changes

Social Security recipients are getting an 8.7% increase for their 2023 benefits The Medicare Part B premium is decreasing from $170.10 to $164.90 per month The annual exclusion for gifts is increasing to $17,000 from $16,000 per year per individual The limitation on deferrals for 401(k), 403(b), and most 457 plans is increased to $22,500…

2022 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 2022 tax year. Your specific circumstances should be considered, so please reach out if you have any questions. Charitable Contributions There are a few ways to save…

Client Question of the Month: Why do I still own bonds when their returns have been negative?

Bonds historically have helped stabilize portfolios when markets—particularly stock markets—grow volatile. The US bond market has recorded positive returns, before inflation, in all but four years since 1976. High-quality bonds, in particular, have typically held their value when stocks have endured their worst periods of performance. 2022 has been an outlier – bonds haven’t stabilized…

Medicare Open Enrollment for 2023 Begins October 15th

Medicare beneficiaries can make new choices and pick plans that work best for them during the annual Medicare Open Enrollment Period. Each year, Medicare plan costs and coverage typically change. In addition, your health-care needs may have changed over the past year. The Open Enrollment Period — which begins on October 15th and runs through…

Company News

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Community Involvement: West Valley Dollars for Scholars

Market Commentary

Market Update: February 2023

2022 4th Quarter Investment Commentary

2022 3rd Quarter Investment Commentary

2022 2nd Quarter Investment Commentary

Market Update: May 2022

Retirement Planning

The 4 Changes from SECURE Act 2.0 You Should Know for 2023

Medicare Open Enrollment for 2023 Begins October 15th

Social Security Benefit Increase of 8.7% for 2023

The Huge Cost of Doing Nothing

Student Loan Update

Tax Planning

Reminder as you Prepare your 2022 Taxes

2022 1099 Release Information

2023 Key Financial Data

The 4 Changes from SECURE Act 2.0 You Should Know for 2023

2023 Key Financial Changes

Cyber Security

Cybersecurity 101 – 2022 Update

Cybersecurity 101

New Changes to Web-Portal Password Requirements

Equifax Data Breach Update: Make a claim today

Cybersecurity 101