Help! The market is at a record high. What should I do?! Yes, the market was trading in record territories, but things haven’t been as over-valued as they might have […]
Normal Can Feel Scary
While this image captures many different scenarios, it certainly applies to the recent market activity. Be sure to give us a call if you’d like to talk through the latest […]
How the New Tax Structure Affects You
In late 2017, Congress passed a new tax law that will affect your taxes in 2018. There were many changes to the tax structure, both for people and businesses that […]
Tax Reporting Mailing Dates
Important dates for taxes this year: Tax Form Mailing Dates – 2018
Retirement Savings Checklist for 2018
When people make their resolutions for the new year, money is one of the most common themes. Whether it’s paying down debt, increasing savings, deciding to start a business or […]
Tax Reform Arrives
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 […]
3 Planning Points for Loved Ones
Originally published in the Knoxville News Sentinel Since I have been writing about my journey with my parents, I thought I would continue on the path of things we all […]
Tennessee Tax Changes That Could Affect You!
Last year, Tennessee’s legislators and Governor enacted a repeal of the TN Hall Tax effective 2022 and a reduction of the rate from 6% to 5% beginning January, 1 2016. […]
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