Category: blog

(Video) When Cash Isn’t King – Using QCDs and Donating Appreciated Assets

Written by Jeff Jones on June 24, 2021. Posted in blog, Charitable Planning, News.

Jessica Hovis Smith, Chartered Advisor in Philanthropy (CAP), shares some tips about using Qualified Charitable Distributions (QCDs) and donating appreciated assets in place of cash for your charitable...

1st Quarter 2021 Market Commentary

Written by Wes Johnson on May 3, 2021. Posted in blog, Investment Planning.

Note: This market review was published on May 3rd, 2021 and may not be reflective of current market or investing issues. The first quarter saw strong equity returns in the US with the S&P 500...

What Does Fiduciary Mean to Us?

Written by Jeff Jones on March 31, 2021. Posted in blog, News.

A fiduciary standard, when applied to a financial advisor, says the advisor has a legal duty to act in good faith and trust, placing your best interest above that of the advisor or their firm. The...

Federal Income Tax Deadline Extended for Tax Year 2020

Written by Jeff Jones on March 18, 2021. Posted in blog, Tax Planning.

On Wednesday, March 17th, the Treasury Department and Internal Revenue Service (IRS) announced in a news release (IR-2021-59) that they were extending the filing due date for individuals for the 2020...

I’m Selling My Home. Will I Pay Taxes on the Gain?

Written by Jeff Jones on January 11, 2021. Posted in blog, Tax Planning.

Note: This article was published on January 11th, 2021 and based on tax law at the time. Tax laws are subject to change. As financial planners, we often have clients wanting to sell their home....

Happy New Year! A Look Back at 2020.

Written by Jessica Smith on January 1, 2021. Posted in blog, News.

Our January letter to clients is always a look back at the previous year. We share the many fantastic things that our team and our clients have done. We take time to celebrate the wins of the previous...

4th Quarter 2020 Market Commentary

Written by Wes Johnson on December 28, 2020. Posted in blog, Investment Planning.

Note: This market review was published on December 28, 2020 and may not be reflective of current market or investing issues. As 2020 comes to a close, it is a good time to reflect on how markets...

Home Moving Checklist

Written by Andrew Gipner on December 21, 2020. Posted in blog.

So much can go into a home move, and often times, some things can easily be overlooked. While not an exhaustive list of everything that comes up while relocating your home, below is a list of tasks...

3rd Quarter 2020 Market Commentary

Written by Wes Johnson on July 15, 2020. Posted in blog, Investment Planning.

Note: This market review was published on July 15th, 2020 and may not be reflective of current market or investing issues. The first half of 2020 brought volatility back to the markets that has...

2nd Quarter 2020 Market Commentary

Written by Wes Johnson on April 8, 2020. Posted in blog, Investment Planning.

Note: This market review was published on April 8th, 2020 and may not be reflective of current market or investing issues. 2020 started off with a continuation of the longest bull market in history,...