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We’re Off to an Interesting Start in the New Year…We Still See Positive Equity Returns in 2021.

We’re Off to an Interesting Start in the New Year…We Still See Positive Equity Returns in 2021.

February 8, 2021
“Owners of Sound Securities Should Never Panic” –  J. Paul Getty As you know, we introduced our...
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Madness of Crowds

Madness of Crowds

February 8, 2021
“Every age has its peculiar folly: some scheme, project, or fantasy into which it plunges, spurred on by the...
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Biden Extends Student Loan Repayments

Students Get a Break on Loan Repayment

February 8, 2021
Among President Biden’s executive orders during his first hours in office: continuing to delay student loan payments and interest...
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IRS Expands Program to Protect Taxpayers’ Identity

IRS Expands Program to Protect Taxpayers’ Identity

February 8, 2021
Effective as of January 2021, the IRS is allowing you to voluntary opt-in to its Identity Protection PIN (“IP...
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IRAs Traditional or Roth, Grow

IRAs: Traditional or Roth?

February 6, 2021
The traditional IRA and Roth IRA have pros and cons, and, depending on your personal circumstances, one may be...
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Should You Rollover an Ira To an HSA

February 5, 2021
For many people, health savings accounts (HSAs) provide an affordable way to pay for medical expenses. When paired with...
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Tax Strategies for Funding Higher Education

February 4, 2021
Parents typically use 529 accounts to cover the costs of paying for their children’s college. The advantages are that...
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YQA Equity Exposure

Your Questions, Answered: Equity Exposure

February 4, 2021
On this week’s episode of Your Questions, Answered  Tony Roberts  and  Brian Leitner  discuss maintaining the desired equity exposure,...
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IRA Conversions: What You Need To Know

January 30, 2021
Q: What exactly is an Individual Retirement Account (IRA) conversion and why would I want to take part in...
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YQA Small Business Savings

Your Questions, Answered: Small Business Savings

January 28, 2021
On this week’s episode of Your Questions, Answered  Patricia Kummer  and  Brian Leitner  discuss tools to help small businesses...
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Answers to 401(k) Questions

Answers to 401(k) Questions

January 27, 2021
Here are a few answers to less common questions about 401(k) retirement accounts. Q: What can I do...
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Potential Impacts of Bidens Proposed Tax Policy and HNW Individuals

Potential Impacts of Biden’s Proposed Tax Policy on High-Net-Worth Individuals

January 22, 2021
With Joe Biden now president, many wonder how his proposed tax policy might impact high-net-worth individuals. Here’s an overview...
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