By Jack Davidson, CPA, CFP® On Tuesday, December 19th, the House passed the tax reform bill with a vote of 227-203. The tax bill hit a late snag on Tuesday […]
Tax Reform for Nonprofits
The U.S. House of Representatives passed the long anticipated tax reform bill over two weeks ago on Thursday, November 16th. While the new taxation rates for both corporations and individuals […]
Unwinding the Federal Reserve’s Monetary Policy and How It Can Impact Your Portfolio
Following the 2008 financial crisis, the Federal Reserve enacted numerous monetary policies to help stimulate the fragile US economy. The Fed aggressively cut the short-term federal funds rate to nearly […]
How to Tell the Difference Between a (Tax) Plan and a Wish
Yesterday, the much-anticipated Republican tax plan was released to the public. Many hoped this document would provide specifics about what tax reform might actually look like. However, this latest draft […]
Equifax Security Breach – What to do??
We want to pass along info on the Equifax security breach and what steps to consider even though THE TRUST COMPANY HAS NOT HAD A SECURITY ISSUE . We encourage you to read […]
New Fiduciary Ruling – Who is Responsible?
Click here to learn more about the DOL’s announcement about who is responsible for your Retirement Plan: [download id=”97″]
Not in Kansas anymore, Toto
The global financial markets remain very, very volatile during 2016. There is a lot of “bad” news out there and new risks appear to be coming out of the woodwork! […]
3 Points to Consider today
1. “Stay focused on the long-term and be cautious of the emotional roller coaster.” Why? As shown below, even professional institutional investment committees who make knee jerk reactions have been […]
Happy New…What??
Little did anyone know that the Times Square Ball was going to be a precursor to the markets also going into free-fall for the first few trading days of 2016. […]
Market Commentary | Year-End 2015
Wrapping Up the Fourth Quarter As 2015 winds to an end, investors are beginning to exhale. Finally, the Federal Reserve raised interest rates, important tax legislation passed (some good, some […]
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