
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...

Reconstruct Records After a Natural Disaster
- October 19, 2017
- Weekly Post
If you’ve experienced a natural disaster, such as a hurricane, you may have to recover records in order to prove your...

More Record Highs
- October 17, 2017
- Weekly Update
Last Friday, all 3 major domestic indexes continued their streak of weekly gains and record highs. The S&P 500 added 0.15%,...

4 Reminders for 2016 Late Filers Meeting Deadline
- October 12, 2017
- Weekly Post
For taxpayers who received an extension to file 2016 taxes, the deadline is fast approaching. To help prep, here are some...

Positive and Sustained Market Growth
- October 10, 2017
- Weekly Update
How did the markets perform in Q3? If we had to pick one word to describe performance in Q3, it would...

Deducting Moving Expenses Related to a New Job
- October 4, 2017
- Weekly Post
Moving into a new home can bring many expenses that quickly add up. However, if you had to relocate for a...

Another Week of Highs
- October 3, 2017
- Weekly Update
Before we begin our usual weekly commentary, we wanted to take a moment to honor the victims of Sunday’s terrible attack...

Managing Taxes During a Divorce or Separation
- September 27, 2017
- Weekly Post
When couples decide to divorce or separate, they likely must address various financial details related to their partnership. Depending on how...

Stocks Mixed, Fed Changes Policy
- September 26, 2017
- Weekly Update
Domestic indexes were mixed last week, as the Dow gained 0.36%, the S&P 500 eked out a 0.08% increase, and the...