Blog

August 15, 2019 - 2019 quarter 2 market update.

April 15, 2019 - Spring has sprung! Video update about what we're seeing in the markets and expect to see going forward.

February 15, 2019 - 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 are still things that you can do to either save on taxes or ensure that you are getting every deduction possible.  Sometimes referred to as “Post-Mortem Tax Planning”, here are some tips to help you save. 1. Consider Making Your 2018 IRA Contributions Yes, 2018...

February 8, 2019 - 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 is time to “hand over the reins”.  You may have concerns about the valuation being what you thought it would be, the taxes you’ll have to pay, and what your life could look like afterward.  It is a time that is full...

January 18, 2019 - 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 to a change in behavior - that is why New Year's resolutions are so great.  It's a chance to start from scratch.  It's a chance for a new beginning.  If one of your 2019 goals was to get on top of your...

December 10, 2018 - 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 true about the stock market.  The more you study it and become wise to it, the more you realize that there is a long-term trend that continues to show up.  That trend is “stay the course, and you will be rewarded”. Let me...

November 26, 2018 - 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 question that could end up saving you thousands on taxes, but there are certain restrictions to being able to claim this status. You must have a child living with you for more than half of the year (joint custody that is 50% each...

November 1, 2018 - 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 for a married couple.  This means that fewer Americans will be itemizing their deductions going forward.  It may be a good time to double-check your amount of withholding for the year so you aren't "caught by surprise" at the end of the...

October 25, 2018 - [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 retirement planning for individuals.  The doubling of the standard deduction could be a benefit to certain individuals and could potentially have a positive impact on their overall tax situation.   From the Video.... "Overall, I do think the tax bill is going to be beneficial...

September 12, 2018 - 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 as "breaking the buck".  Money markets are viewed as a "safe" investment, but there can even be times when money market funds experience volatility and negative returns.  Markets aren't always rational, and it is important to define "safety", especially during low-yield environments...