• July 17, 2017
• Weekly Update

Last Friday, stocks closed on more record highs. The S&P 500 rose 1.41% and the Dow climbed 1.04% – both closing...

• July 10, 2017
• MarketsWeekly Update

As the country celebrated the Fourth of July last week, the markets experienced some volatility, though they finished a bit flat...

• July 7, 2017
• Income Taxes

Preventing identity theft and protecting accounts filed with the IRS is a year-round responsibility for taxpayers. Thieves commonly break into tax...

• July 3, 2017
• MarketsWeekly Update

As Q2 ended, markets hit a six-week volatility high. While the tech sector declined during the week, consumer discretionary and industrial...

• June 26, 2017
• Weekly Update

Last week, markets kept relatively quiet despite the continuing drop in oil prices. The S&P 500 rose by 0.21%, the Dow...

• June 22, 2017
• Perfect Day

Eric V. Holtzclaw, serial entrepreneur and the host of “Build Your Best Business,” interviewed Alphavest founder Cokie Berenyi on his show recently...

• June 21, 2017
• Income Taxes

When you owe substantial tax funds, an installment agreement can help you settle your debt with the IRS. Here’s some insight...

• June 19, 2017
• Weekly Update

Markets remained mixed last week as the Dow closed at another record high, while the NASDAQ fell and the S&P 500...

• June 19, 2017
• Income Taxes

The IRS has a variety of online tools available to help you streamline and clarify the tax-filing process. From apps to...

• June 18, 2017
• Perfect DayUncategorized

“Are you there? Say a prayer for the Pretender who started out so young and strong only to surrender” Jackson Browne...