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What you need to know about fixed and variable annuities

When planning for retirement, there are many components to consider. Annuities, both fixed and variable, are just one of the […]



What to do if you have a surprise balance due on your taxes

Planning for your taxes is a year-long process to make sure you’re on track with your withholdings or estimated deposits. […]



Questions to ask your financial advisor in a soaring market

With the U.S. market near all-time highs, there are important considerations, and important questions that should be addressed with your […]



New Questions Your Tax Preparer Will Ask This Tax Season

Do you get your taxes prepared by a tax professional? If so, he or she will be asking you more […]



Are you ready for your tax appointment?

Preparing for your appointment with your tax professional may seem like a daunting task, but it doesn’t have to be […]



The Benefits of Investing in Bonds

Investing in bonds can be an option for many investors looking for ways to diversify their portfolio. Matt Allgeyer, Financial […]



Are Signs Telling Us the Market Will Keep Going Up, or Go Down?

It’s the question everyone is asking – will this market ever stop going up? Will the momentum continue to move […]



Now that he’s president-elect, what would Trump’s policies mean for you?

The long, brutal presidential campaign has come to a close, and the voters have spoken, electing Donald Trump as the […]



Tips for Choosing a Roth IRA/401(k) versus a Traditional IRA / 401(k)

When planning for retirement, many investors find themselves asking which is the better way to go – a Roth IRA […]



Top Five Mistakes in Planning for Retirement

Retirement planning involves a series of decisions that you’ll make throughout your working life as you save. Some of those […]



What Is The Future Of Interest Rates?

In December of 2015, the Federal Reserve hiked interest rates for the first time since 2006. While that hike was […]



The Impact of UK Referendum on Financial Markets

On Thursday, June 23rd, the United Kingdom will hold a referendum where citizens will vote on whether to leave or […]



College Grads – Investing Advice for your First Job

As the Class of 2016 enters the workforce, they’ll likely be faced with decisions they’ll need to make about their […]



Robo Advisors

There are a number of online tools and calculators designed to give investors advice using mathematical formulas and algorithms. Often […]



What does transportation data tell us about the economy?

There is a wide variety of economic data provided by the government that attempt to give us information about the […]



Three Tips for Investing for the Long Term

Easter weekend is officially behind us, but that doesn’t mean we’re finished talking about eggs and baskets, and which eggs […]



Market Volatility: What you should know, what you should do and what you should not do

Watching the stock market can be both exciting and frightening. It’s great to see it go up, but watching a […]



What’s keeping this unpopular bull market alive? Corporate Stock Buybacks.

The current seven-year bull market is the third longest in US Stock market history, and investors are beginning to get […]



This Year’s Guide to Identity Theft

Last year, nearly 10 million taxpayers fell victim to tax-related identity theft in which someone uses a stolen Social Security […]



Protecting Americans from Tax Hikes Act of 2015

After much deliberation, Congress passed the Protecting Americans from Tax Hikes (PATH) Act on December 18, 2015, which includes many […]