Resources

We have had a chance to digest all the numbers from Q3 and one thing jumped out to us. You may have seen reports that corporate earnings had beat estimates, which for many is a sign of a strong and growing economy...[Read More]

Before the TCJA, you could do a Roth conversion for a tax year, and then you had until the tax deadline (April 15th) to undo that Roth conversion. But now with the new TCJA laws, you can’t undo Roth conversions like that anymore.

If the market had zero volatility and remained flat, it wouldn’t be much of an investment. Volatility is what makes the market investable, so it is actually a good thing.

Nearly $1,300. That’s the average amount PwC is predicting consumers will spend this holiday season on gifts, travel and entertainment. And while it’s perfectly fine if you don’t bat an eye at spending $1,300 (or more), what I’m hoping is that you’ve got it factored into your financial plan.

Holidays, family, food, college football bowl games, and (maybe a bit too much) eggnog will soon eliminate what little spare time you have. So as year-end approaches all too quickly, take just 30 minutes and double check to make sure you’ve completed your financial life checklist for the year.

The gist of tax loss harvesting is realizing investment losses to offset investment gains or earned income. While that seems fairly straightforward, is anything really ever straightforward when it comes to the government and its tax laws?