Investments Article

Tariffs, Trade, and the Economy

Turn on any news outlet, or pick up any news publication today and you’re likely to see or read about the tariffs that the U.S. has recently imposed on goods imported from China. Most people covering this developing story refer to what’s going on as a trade war. And most oversimplify the situation and exaggerate the potential impacts. So, we thought it would be a good idea to give an unbiased, non-political, review of tariffs. What they are, when they are good and when they are bad, what effects they tend to have on the economies of the imposing countries, and what effects they have on the economies of the countries having the tariffs imposed on their goods. We’ll leave the hyperbole out of the discussion. 

Investments Article

Qualified Charitable Distributions and Your Taxes

Let's talk about QCDs, qualified charitable distributions. Now, QCDs are something that's been around for a number of years - yet hasn't been talked about. However, thanks to the Tax Cuts and Jobs Act, it's really become something that is a windfall to a lot of people if they understand how to utilize the QCD.

Investments Article

Bear Markets and Your Retirement

Let's imagine that you are 60 years old, and you've saved well. You've got a good amount of money in your 401(k). You know that you're going to have your Social Security and your spouse is going to have their Social Security. You save some money outside the 401(k). You've enjoyed a good, nice run in the markets, and it's October of 2007. The bear markets of the Great Recession is around the corner.




Choosing a Financial Advisor Video

Choosing the right financial advisor for your is an important process. Here are some things to consider when you're making your decision.


Savvy IRA Planning for Boomers

Dean Barber goes in-depth reviewing IRA Planning.