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...
Aug 14, 2014 | Accounting, Investments, News, Savings, Tips, Uncategorized, Wealth Management
Today’s parents and guardians face many options when planning for their child’s education. Thankfully, federal and state college savings options offer tax advantages and flexible investment choices to help families prepare for almost any outcome. Founding...
Aug 5, 2014 | Accounting, Investments, Tips, Wealth Management
Reinvested Dividends This isn’t a tax deduction, but it is an important subtraction that can save you a bundle. And former IRS commissioner Fred Goldberg told Kiplinger’s that missing this break is what costs millions of taxpayers a lot in overpaid...
Aug 4, 2014 | Investments, News
Market Indigestion In contrast with the market’s steady climb over the past six months, the approximate 400 point pullback in the DOW index suggests the market may have begun to factor in risk. Many pundits on television have their ideas about the reasons for...
Jun 12, 2014 | Investments, News
Recent instability in some oil-producing regions threatens to “knock some production offline”; however, in less politically perilous zones, drillers are profiting. Political turmoil in Iraq, Syria, Ukraine, and Libya have companies like Exxon and BP...