Articles

STA Weekly Report – Tis The Season to Give Thanks and to Tax Loss Harvest

Written by Luke Patterson | Thursday, November 15th, 2018

INSIDE THIS EDITION: Tis The Season to Give Thanks and to Tax Loss Harvest Weekly Technical Comment Year-End Tax Planning and Financial Ideas Weekly Snapshot of Global Asset Class Performance 401k Plan Manager *Updated on 10/23/2018 Time flies so fast that Thanksgiving is already around the corner. This year has been an uneasy one for investors, […]
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Year-end Tax and Financial Planning Ideas

Written by Scott Bishop, MBA, CPA/PFS, CFP® | Thursday, November 15th, 2018

The end of the year presents a unique opportunity to look at your overall personal financial planning situation. With factors like the 2018 tax law changes, life changes or just working towards your goals, now is an especially important time to review things. It is always a good time to see if you are on-track […]
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STA Weekly Report – Moving Averages and Your Portfolio

Written by Luke Patterson | Thursday, November 8th, 2018

INSIDE THIS EDITION: Moving Averages and Your Portfolio Weekly Technical Comment November is National Family Caregivers Month 401k Plan Manager *Updated on 10/23/2018 Investors sometimes rely on simple moving averages to determine trading opportunities in financial markets. The reason is that moving averages can indicate new trends in asset prices. They may also use simple […]
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STA Weekly Report – Is the Market Selloff Close to Ending?

Written by Luke Patterson | Friday, November 2nd, 2018

INSIDE THIS EDITION: Is the Market Selloff Close to Ending? Weekly Technical Comment November is National Family Caregivers Month 401k Plan Manager *Updated on 10/23/2018 In October, the S&P 500 index was down nearly 8%, its worst month since 2009. The markets outside the U.S. didn’t fare any better. It was a synchronized sell-off – global […]
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November is National Family Caregivers Month

Written by Scott Bishop, MBA, CPA/PFS, CFP® | Friday, November 2nd, 2018

November is National Family Caregivers Month By presidential proclamation, November is National Family Caregivers Month. Each day, parents, children, siblings, and spouses selflessly sacrifice their time and energy to care for family members affected by illness, injury, or disability. Caregiving can exact an emotional, physical, and financial toll. It is important for caregivers to know […]
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Checklist for 2018 Year-End Tax Planning

Written by Scott A. Bishop, MBA, CPA/PFS, CFP® and Michael Churchill, CPA/MSPA | Wednesday, October 31st, 2018

(Updated for the Tax Cut and Jobs Act of 2017) What are appropriate checklists for year-end tax planning? In our experience, tax planners often develop checklists to guide taxpayers toward year-end strategies that might help reduce taxes. Throughout the year, we publish many timely tax related articles (summarized here). Now that everyone has filed, we […]
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