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...

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15Aug
Market Update Quarter 2 2019

Market Update Quarter 2 2019

2019 quarter 2 market update.

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15Apr
Market Update - Q1 2019

Market Update - Q1 2019

Spring has sprung! Video update about what we're seeing in the markets and expect to see going forward.

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15Feb
3 Tax-Saving Tips Before Completing Your Tax Return

3 Tax-Saving Tips Before Completing Your Tax Return

Use these tips to Save!! We commonly hear things like “2018 is over now.  There’s nothing more I can do.”  NOT TRUE!  Even though the year has ended, there...

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8Feb
How Do I Sell My Company?

How Do I Sell My Company?

How Do I Sell My Company?   As a business owner, the thought of selling your company can be a scary one.  You’ve spent countless hours building something, and it...

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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...

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10Dec
Still Waters Run Deep

Still Waters Run Deep

Some of the wisest people I have ever met are also the quietest.  There is a sense of calm that comes along with wisdom.  This same thing is...

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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...

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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...

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25Oct
Retirement Planning in the New Tax Environment

Retirement Planning in the New Tax Environment

[video1] As part of a series of videos, Dave was recently featured in a video by the Journal of Accountancy regarding the new tax laws and how they affect...

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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...

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10Aug

Dave Stolz is a guest on Money Life with Chuck Jaffe

Dave was interviewed by Chuck Jaffe, who is a senior columnist for MarketWatch, for his radio show and poscast. Talking about the overall economy, and what consumers might...

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28Feb

Dave Stolz is interviewed in CNBC article

Dave Stolz, CPA/PFS in interviewed by Darla Mercado from CNBC on her article titles, "4 ways to cut your taxes under the new tax law."

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15Dec

Dave Stolz is quoted in the New York Times

David Stolz, CPA/FPS was interviewed by Paul Sullivan who writes the Wealth Matters column for the NY Times. They discussed various tax strategies in light of the new tax bill.

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8Oct

Financial Planning 2014 Conference Recap

Michelle recaps the highlights of her experience at the FPA Conference in Seattle this September.

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