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Markets Hitting New Highs—Now What?

By Jack K. Riashi, Jr., CFP® As I write this commentary, most of the popular stock market averages are on the verge of reaching their all-time highs. The Dow Jones Industrial Average hit an all-time high of 18,300 back in May 2015. The   S & P 500 Index hit its high in the same […]

Time to get off the investment grid

By Brian Weisberger, Investment Analyst I was sitting this weekend talking with someone who has spent the first few months of the year traveling and enjoying life. They were basically staying “off the grid”. He takes a look at my copy of the Wall Street Journal and sees the S&P 500 was up a little […]

By Cindy Szymanski, CFP®, Financial Advisor This year, the tax season deadline is April 18, 2016. We get an extra day because of the celebration in Washington of Emancipation Day on April 15th. This extra day is also good for sending in your first quarterly estimated tax payment. Even with the extra day, some of […]

By Ken Bloom J.D., LLM The question of whether a worker is an independent contractor or employee for federal income and employment tax purposes is a complex one. There is a large body of law on the subject but ultimately the determination of a worker’s classification is a factual one. The stakes can be very […]

By Scott Whyte, AAMS, Financial Advisor The Social Security Enhancement and Protection Act of 2015 (SSEPA) will start impacting every day citizens in the near future. The Act was created as part of the bi-partisan budget passed in November 2015 and addresses what many politicians had labeled a loop-hole in the system. I believe it […]

ID Theft Happens to Minors Too!

By Cindy Szymanski, CFP®, Financial Advisor I was reading an article this past weekend that really made me think about how vulnerable children are when it comes to ID theft and their credit. To summarize what I read, a young woman had her identity stolen when she was 11 years old, but didn’t find out […]

The “Best Investments” for 2016

By Jack K. Riashi, Jr. CFP® This is the time of the year when popular financial magazines produce their “Best Investments” lists for the New Year. Many of these articles include comments from professionals from all corners of the investment world including fund managers, advisors, and even hedge funds. Unfortunately, while well-intended, I think the […]

By Cindy Szymanski, CFP®, Financial Advisor Well, it’s official – the government has determined that inflation is pretty much at zero. So, for the 3rd time since 1975, there will be no cost of living adjustment (COLA) for social security recipients in 2016! You may ask, how does the government make this determination? Well, for […]

Individual Bonds vs. Bond Mutual Funds

By Jack K. Riashi, Jr. CFP®, Financial Advisor A debate has been picking up steam in our industry between individual bonds and bond mutual funds ever since interest rates jumped substantially in April and May of 2013. During that period, the 10-year Treasury bond yield jumped nearly 1.00%, which was one of the biggest increases […]

By Ken Bloom, J.D., LLM As the baby boomer generation ages and begins to face retirement, those boomers who are business owners face different decisions that go beyond making sure their retirement portfolio is in order. Often they worked long and hard to build their businesses and now want to either slow down or fully […]

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