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income tax refunds

4 Reminders for 2016 Late Filers Meeting Deadline

For taxpayers who received an extension to file 2016 taxes, the deadline is fast approaching. To help prep, here are some...

Deducting Moving Expenses Related to a New Job

Moving into a new home can bring many expenses that quickly add up. However, if you had to relocate for a...

Dark Flower

Managing Taxes During a Divorce or Separation

When couples decide to divorce or separate, they likely must address various financial details related to their partnership. Depending on how...

Weekly Update: Q4 GDP Revised Upward by Strong Consumer Spending

WEEKLY UPDATE – MARCH 28, 2016 Stocks ended the holiday-shortened week down, snapping their five-week winning streak. However, losses were mild...

3 Ways the 2016 Election Can Affect Your Investments

Every four years, investors dwell on the presidential election and how it will affect their investments. The Republican and Democratic hopefuls...

Rocky Start for Markets in 2016, Math, NCAA Championship and More

A rocky start for markets in 2016. YUP. The worst first week of the year in trading history. DONE. Note that...

Even Bill Gross Hires An Investment Advisor

Forget about the gym membership and pledges to not text while driving and to eat less carbs. While all of these...

Why Your Financial Planning Checklist for 2014 Won’t Matter, Part 1

The year is now half over.  Was your goal this year to complete a financial planning checklist for 2014?  First on...

Hire an Investment Advisor or DIY?

I was lucky enough to close out an amazing ski season at Silverton Mountain, in Silverton Colorado this weekend. Not many...

KIA Lies: Investors, Use Your Freedom of Speech!

KIA Lies I actually snapped this photo Thursday leaving John’s Island, SC…a disgruntled KIA driver from NY. If only Investors voiced...