Markets, Inflation and Earnings Hike Upward–What’s In Your Portfolio?
- January 17, 2018
- Rate HikeWeekly PostWeekly Update
The index just posted its best 10-day beginning to a year since 2003, with a 4.2% gain so far. The Dow...
Travel Agent On Your Financial Journey
- January 12, 2018
- Uncategorized
Hujambo! (Hello in Swahili) The start of a new year always brings a sense of fresh beginnings, but it can also...
Stocks Start 2018 With Jump
- January 11, 2018
- Uncategorized
The first week of 2018 is behind us, and across the globe, stocks experienced a strong start to the year....
A Tax Bill Before the Holiday
- December 28, 2017
- Uncategorized
As we headed into the long holiday weekend, the markets continued to climb as tax reform moved forward. For the...
What You Need To Know About Tax Reform
- December 15, 2017
- Uncategorized
What You Need To Know About Tax Reform Proposed Tax Reform: Key Details to Know 1. What Similarities the Plans Share At...
Stocks End Up After Busy Week But Tumble Today
- November 9, 2017
- Weekly Update
Once again, the markets ended last week in positive territory – and all 3 major domestic indexes hit new record highs....
Data Drives More Growth
- November 2, 2017
- Weekly Update
Another week, another round of positive market performance. The 3 major domestic indexes again ended the week with gains and new...
Prepare for 2018 Tax Filing
- October 31, 2017
- Income Taxes
With the 2016 filing extension behind us, now is the time to start prepping your 2017 taxes files. Here are a...
Manage Your Charitable Gifts
- October 26, 2017
- PhilanthropyUncategorized
Throughout the year, many taxpayers choose to make charitable donations, which they can deduct on their tax returns. If you gave...
Another Banner Week
- October 24, 2017
- Weekly Post
Last week, all 3 major U.S. markets hit record highs once again. The Dow added 2.00% to notch both intraday and...