Mar 23, 2015 | Accounting, Investments, News, Savings, Tips, Uncategorized, Wealth Management
via MSN Money/ Marketwatch An important deadline is fast approaching for people required to tap their retirement savings for the first time. And at least one set of numbers indicates that many investors could miss it. If you turned age 70½ at any point in 2014, you...
Mar 18, 2015 | Accounting, News, Savings, Tips, Uncategorized, Wealth Management
via TwoCents Tough Money Questions Kids Ask, and How to Reply Kids can ask some awkward questions about money. To teach them healthy financial behavior, you want to give them the best answers, but those answers aren’t always obvious. Here are some common money...
Dec 17, 2014 | Accounting, Investments, News, Tips, Uncategorized, Wealth Management
via State of the Markets What To Expect From Falling Oil Prices by Robert Barone, (Ph.D., Economics, Georgetown University) U.S. equity markets appear to be reacting as if there won’t be enough oil. The fact is, at least temporarily, there appears to be more...
Dec 12, 2014 | Accounting, Investments, News, Tips, Uncategorized, Wealth Management
2015 Tax Law Changes You Need to Know By Kristin Shaw, Go Banking Rates Spoiler alert: The Affordable Care Act is the granddaddy of tax law changes this year. In fact, it’s the largest single change to the tax code in 20 years. It’s a complex one to dig into, so let’s...
Oct 31, 2014 | Accounting, Investments, News, Uncategorized, Wealth Management
October 29, 2014 The Federal Reserve announced the official end to its quantitative-easing (QE) program Wednesday afternoon — a decision in line with expectations. The statement included a few nuances that are worth pointing out. First, consistent with previous...
Oct 14, 2014 | Accounting, Investments, News, Uncategorized, Wealth Management
Market Turmoil by H. Lee Wall, CPA/PFS, CFP Another tumultuous session occurred Monday, Columbus Day, as we saw a large drop in stocks. The stock exchange has been remarkably volatile for the past week with several 1% or more moves in the indices from day to...