Insights
Infographics
10 Tax Planning Tips Your CPA Might Have Missed
There’s more to tax planning than you think. Do you understand how each of your accounts are taxed? How did you set up your retirement plan? Have you considered an HSA? Take control of your taxes and how they fit into the big picture. Check out 10 planning tips your CPA might have missed. View the Infographic
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News
U.S. stocks close lower as Middle East tensions overshadow optimistic economic data
Bob Phillips shared his advice for investors heading into 2020, following the overbought December market, noting he expects a decent year for stocks thanks to the Federal Reserve’s ongoing support and prospects for positive corporate earnings growth.
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News
Divorcing? How to Financially Protect Yourself
Leslie Thompson shared her advice on avoiding major financial shock following a divorce, warning to pay attention to health insurance, car leases and digital subscriptions as these expenses can add up quickly when one individual is footing the bill.
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Market Outlook for 2020
Bob Phillips joined Yahoo! Finance to share his market outlook for 2020, advising that housing is a promising trend investors should focus on as we begin the year.
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Free Guides
10 Tax Tips
CPAs and the online programs you might use come tax time specialize in preparing your taxes — not tax planning. Think bigger than year to year. Tax planning takes into account the larger picture of your investments, assets, estate strategy and other parts of life to protect your finances over decades.
Our resource “10 Tax Planning Tips Your CPA Might Have Missed” breaks down this complex discussion into concrete, actionable items that can help you think strategically about taxes.
Market Commentary
Weekly Market Commentary – January 13, 2020
The U.S. employment report missed expectations, but it reinforced our view that the U.S. labor market remains strong. As shown in the accompanying chart, 145,000 new jobs were created, missing expectations of 160,000. Wages have risen 2.9% over the last year, falling below 3% for the first time since late 2018.
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Blog
How to Financially Prepare Yourself for a Divorce
Your financial advisor may not be the first person you call when considering splitting up, but they should be somewhere on the list. One of the concrete things you can do to help with the process and the healing to follow is to plan ahead.
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Free Guides
Year-end Tax Checklist
The tax process is notoriously complex – there are plenty of details you could miss and plenty of cracks for money to fall through. What are the changes to your tax profile since the Tax Cuts and Jobs Act? Are you protecting your assets for the present and your estate for the future? Will you take the standard deduction or will you itemize?
Our tax checklist can help you prepare for these questions. Taxes are part of life. Let’s take as much stress out of the process that we can.
Videos
Fox Business: Ron discussing Iran and the Market
Joining Stuart Varney on Fox Business, Ron Carson discusses Iran’s effect on the market and where he thinks the market is heading.
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