Q1 2023 Market Review

By
Posted on April 12th, 2023

March saw the financial markets extend this quarter’s rebound from the brutal 2022, both from a headline perspective and within most sectors. Still, stocks ended […]

Learn More

Use the Increased RMD age to Boost your Roth Savings

By
Posted on April 11th, 2023

The required minimum distribution (“RMD”) age has steadily increased over the last few years with the passage of the SECURE Act and SECURE 2.0, raising […]

Learn More

Business Owners Should Prepare for Stronger Tax Enforcement

By
Posted on February 27th, 2023

The Inflation Reduction Act of 2022 is providing the IRS with an influx of about $80 billion to modernize outdated technology and rebuild a depleted […]

Learn More

Time for a Spring Cleanup: Organizing Your Financial Records

By
Posted on February 27th, 2023

The arrival of spring is always a good time to dust off the cobwebs that have built up in your home during the winter. It’s […]

Learn More

Are You Eligible for Any of These College-Related Federal Tax Benefits?

By
Posted on February 27th, 2023

College students and parents deserve all the help they can get when paying for college or repaying student loans. If you’re in this situation, here […]

Learn More

January 2023 Market Review

By
Posted on February 3rd, 2023

January was a good month for investors, with markets ending higher despite concerns that the economy may be headed toward a significant slowdown or even […]

Learn More

The SECURE 2.0 Act of 2022 Brings Changes for Workplace Retirement Plans in 2023

By
Posted on February 1st, 2023

The Consolidated Appropriations Act, 2023 was signed into law at the end of 2022 includes the SECURE 2.0 Act of 2022. SECURE 2.0 includes over […]

Learn More

January 2023

By
Posted on January 18th, 2023

2022 Market Review Inflation : The Trend Continuedfrom Clint Edgington, CFA In our 2021 market review, we discussed the sources of our current inflationary economy and assumed […]

Learn More

Three Ways to Help Simplify Your Finances

By
Posted on December 21st, 2022

Over time, finances can become complicated, especially when you’re juggling multiple goals and accounts. Simplifying your finances requires a bit of effort up front, but […]

Learn More

November 2022

By
Posted on November 4th, 2022

Markets Rebound in Octoberfrom Clint Edgington, CFA After a rough September, markets rebounded in October with the first monthly gain since July. After two quarters of […]

Learn More