Buying a Home Both You and Your Insurer Will Love
Did you know the condition, location and age of the home you buy affects your insurance premiums? Learn more in this week’s Insurance Tip.
Taxation of Investments
What went on with your investment during the year? You need to know because it determines how it is taxed. Learn more in this week’s Tax Tip.
In the News: Getting Culinary Schooled by Mom
John Dickson, C.P.A., CVA, confirms that no matter how good your business idea, you still need a solid financial plan.
And Baby Makes Three
If you’re becoming a parent, you need to consider your budget, insurance coverage, estate plan and more! Learn more in this week’s Financial Tip.
Special Tax Strategy for Company Stock Could Save Tax Dollars
Managing Associate K.C. Smith, CFP®, Senior Associate Jarrett McKenzie, CFP®, CWS®, and Troy Harmon, CFA, CVA, discuss owning company stock in your qualified retirement plan and how net unrealized appreciation rules can provide a significant tax savings.
Market Roundup: Disappointing Earnings Reports Eclipse the Market Highs from Earlier in the Week
The S&P 500 and NASDAQ Composite inched to fresh highs Monday, lifted by gains in technology and energy shares. Energy firms were the best-performing sector in the S&P 500, adding 0.7% as oil prices climbed. Declines in industrial-metals prices weighed on materials producers, limiting gains.
Wall Street Week Ahead for the Week of May 15, 2017
For the week beginning May 15, 2017, Director of Research, Troy Harmon, CFA, CVA, and Research Analyst, Nick Antonucci, CVA, discuss earnings, housing starts, industrial production and mortgage applications.
In the News: Alternative Investments for Average Investors
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains alternative investments average investors may consider.
Health Insurance for Travelers
Bags Packed? Before you head out, you need to know how your health insurance works out of state or out of country. Learn more in this week’s Insurance Tip.
Uber and Lyft Drivers’ Tax Treatment
Uber’s 1099-Ks reflect the total amount charged—not what the driver pockets, creating tax reporting issues. We explain in this week’s Business Tip.