Quarterly Economic Perspective

By Mark Fissel
Posted on April 1st, 2013

The Bureau of Labor Statistics said the unemployment rate fell to 7.7%; the 246,000 new jobs added by the private sector were partly offset by […]

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Quarterly Market Update

By Mark Fissel
Posted on April 1st, 2013

The Markets If domestic equities hit the snooze button for the rest of 2013, they would still have had a pretty good record for the […]

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Looking Backward and Forward on Entitlement Programs

By Mark Fissel
Posted on March 1st, 2013

Last year’s presidential election, along with the more recent fiscal cliff and debt ceiling negotiations, have put the spotlight on our nation’s tax policy, deficit, […]

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The American Taxpayer Relief Act of 2012

By Mark Fissel
Posted on March 1st, 2013

The new year started with some political drama, as Congress passed legislation on January 1, 2013, to prevent the country from going over the “fiscal […]

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Making the Most of Your 401(k) Plan

By Mark Fissel
Posted on March 1st, 2013

A 401(k) plan represents one of the most powerful retirement savings opportunities available today. If your employer offers a 401(k) plan and you’re not participating […]

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Economic Perspective – Feb 2013

By Mark Fissel
Posted on March 1st, 2013

The Month in Review U.S. economic growth for the fourth quarter of 2012 wasn’t as bad as the Commerce Department’s initial estimate. The department’s revised […]

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Market Recap – February 2013

By Mark Fissel
Posted on March 1st, 2013

The Markets Continued improvements in economic data seemed to trump any investor anxiety about the impending package of budget cuts known as the sequester. Domestic […]

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Tax Form Status Update

By Clint Edgington
Posted on February 5th, 2013

Here are some forms you should expect to see related to your investment accounts: Form 1099-R (reporting IRA distributions), 5498 (reporting contributions, rollovers and conversion […]

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Estate Planning Strategies in a Low-Interest-Rate Environment

By Mark Fissel
Posted on February 4th, 2013

The federal government requires the use of certain interest rates to value various items used in estate planning, such as an income, annuity, or remainder […]

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Federal Income Tax Filing Season Is Here

By Mark Fissel
Posted on February 4th, 2013

The due date for 2012 federal income tax returns is April 15, 2013. Whether you’re preparing your own taxes or paying someone else to do […]

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