Blog
3Q2019 IWM Market Analysis
Please see 3Q2019 IWM Market Analysis (click here)...
2019Q2 IWM Planning News
2019.05.08 May 2019 Planning NewsDownload
Be cybersecure: How to protect your financial data from hackers
See attached PDF outlining some steps to be more secure with your personal financial information. Cybersecure Tip SheetDownload
IWM 2Q2019 Market & Economic Review Newsletter
IWM 2Q2019 Market & Economic Review (click here)...
IWM 1Q2019 Investment Insights Newsletter
IWM 1Q2019 Investment Insights Newsletter (click here)...
Health Savings Accounts Can Reduce Tax Bills. But Beware the Paperwork.
At this time of year, many people are looking for ways to reduce their tax bills. One option may be to make a contribution to a health savings account. You can still make contributions for the 2018 tax year to an H.S.A. until the federal tax filing deadline in April,...
The wash-sale rule is a nasty little piece of tax code
The saving grace of making a poor stock or mutual fund investment in a taxable brokerage firm account is that you at least get a capital loss when you sell. The loss can then offset gains from your more successful investments, unless the dreaded wash-sale rules...
Reporting Charitable IRA Distributions on Tax Returns Can Be Confusing
Taxpayers need to be careful when reporting charitable gifts from their IRA on their tax returns, or they may end up overpaying Uncle Sam. Read Full Article Here... Written By: Kimberly Lankford Published By: Kiplinger