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What?? Index Investing Has Flaws?

By Jack K. Riashi, Jr., CFP® Index investing has become so popular over the past few years that it has nearly become a household name! It seems you can’t read anything online or in financial print that doesn’t highlight the virtues of index mutual funds as the primary investment vehicle in portfolios. The main thrust […]

Baby Boomers and Tax Breaks

By Cindy Szymanski, CFP®, Financial Advisor I was reading an article in the Wall Street Journal recently and realized that every certain age group has been given a name. The Pew Research Center considers anyone born prior to 1928 “the Greatest Generation”. If you were born between 1928 through 1945 you were called the “Silent […]

By Ken Bloom, J.D., LLM The tax burden of business owners are significantly different (and usually much more) than employees. For example, business owners must match social security and Medicare contributions paid by employees. Depending on the number of employees in a business and the amount of the payroll, the matching obligation can “cost” the […]

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 […]

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