24Mar
AICPA Podcast with Dave: Managing Client Emotions During Volatile Markets

AICPA Podcast with Dave: Managing Client Emotions During Volatile Markets

Dave discusses the recent market volatility surrounding the COVID-19 outbreak. Here are some tips on how to navigate these times and keep a positive outlook on your long-term situation.

Read More
10Mar
Dave Quoted in Journal of Accountancy - Calming Clients' Fears During the Coronavirus Outbreak

Dave Quoted in Journal of Accountancy - Calming Clients' Fears During the Coronavirus Outbreak

Success in the stock market comes from thoughtful portfolio construction and maintaining discipline over the long-term. Keep calm during market volatility.

Read More
28Aug
Dave Quoted in CNBC Article - The Marriage Tax Penalty

Dave Quoted in CNBC Article - The Marriage Tax Penalty

Historically, people have generally believed that you would save on taxes by getting married.  With the rise in dual-income families, however, this is proving to be a bad...

Read More
18Jan
10 Tips to Start 2019 Off Right

10 Tips to Start 2019 Off Right

There is power in setting goals.  The problem, however, is when the steps to accomplish those goals aren't clear.  There is also power in having a specific trigger...

Read More
26Nov
Tax Tips for Divorcees

Tax Tips for Divorcees

In an ever-changing tax environment, one question commonly overlooked during the course of getting a divorce is, "Who gets to claim Head of Household status?"  This is a...

Read More
1Nov
2018 Tax-Saving Tips

2018 Tax-Saving Tips

Dave was recenty quoted in an article on CNBC regarding some tax savings ideas for 2018.   The new standard deduction has roughly doubled, taking it from $12,000 to $24,000...

Read More
12Sep
Dave's Interview With CNBC

Dave's Interview With CNBC

Dave was recently published in an article in CNBC regarding money market funds.  In 2008, money markets fell from $1 to 97 cents - this is referred to...

Read More
Displaying 1 to 7 of 7