Blog

2019 quarter 2 market update.

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

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...

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...

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...

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...

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...

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...

[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...

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...

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...

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."

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.

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

Dave writes about the new Statement on Standards in Personal Financial Planning Services that went into effect on Jul 1, 2014.