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8 Ways the SECURE Act Could Impact You

Posted by Bill Hufnell, CPA, CFP® on January 03, 2020
Congress passed some significant tax legislation as it recessed for the holidays. One of the new meaningful laws passed on December 19 is the Setting Every Community Up for Retirement Enhancement Act of 2019, otherwise known as the SECURE Act.
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Topics: Financial Planning, Tax News, Retirement Planning

With Tax Planning, It Pays to Think Ahead

Posted by Bill Hufnell, CPA, CFP® on November 07, 2019
We are always thinking taxes Most people only review their tax situation at the end of the year and only consider the current year’s tax planning. Yet decisions you make throughout the year will impact your taxes, and to get the most benefit from tax planning, you need to consider ...
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Topics: Financial Planning, Tax News

Quarterly Market Review - 2019, Q3

Posted by Jim Kantowski, CFP®, CPA on October 18, 2019
 
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Topics: Investment News

Golfing for Youth Empowerment

Posted by Samantha Sachs, CPA on September 23, 2019
Jim was excited to golf alongside Andy Schindling in the 2nd Annual TCP Golf Tournament. Andy is the Founder & Executive Director of The Complete Player Charity, which aims to ...
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Topics: Giving Back

What does a Yield Curve Inversion mean for Investors?

Posted by Jim Kantowski, CFP®, CPA on August 21, 2019
Bond yield curves change as markets digest new information. Does an inverted yield curve tell investors anything meaningful about the timing and direction of equity market moves? What is a yield curve, and why are stock investors ...
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Topics: Investment News

Investing - Is it an art or a science?

Posted by Yvonne Talbott Scoggins on July 09, 2019
 
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Topics: Financial Planning, Investment News

Quarterly Market Review - 2019, Q2

Posted by Jim Kantowski, CFP®, CPA on July 05, 2019
 
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Topics: Investment News

When is a company buyout right for you?

Posted by Samantha Sachs, CPA on June 05, 2019
 
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Topics: Financial Planning

Q1 Market Performance - 2019

Posted by Jim Kantowski, CFP®, CPA on April 16, 2019
After experiencing significant losses in the 4th Quarter of 2018, investors that maintained discipline and patience benefited from a significant recovery during the first quarter of 2019. Equity markets delivered positive returns; the S&P 500, ...
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Topics: Financial Planning, Investment News

Déjà Vu All Over Again

Posted by Jim Kantowski, CFP®, CPA on March 19, 2019
Investment fads are nothing new. When selecting strategies for their portfolios, investors are often tempted to seek out the latest and greatest investment opportunities. Over the years, these approaches have sought to capitalize on ...
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Topics: Investment News