February Newsletter: February 2018

February Financial Newsletter:  2017 market recap For nearly all of the 2017 calendar year, major news outlets were consistently publishing articles about the remarkable performance of the stock market. It seemed like every week the Dow Jones Industrial average (DJIA)...

Hobby Loss Rules

Hobby Loss Rules Starting a side business on top of your regular nine-to-five job is tough. Time becomes your most precious commodity as you balance the needs of your primary work and those of a new pursuit. Combine that with the low success rate of start-ups and it’s...

Tax reference: 2018

Tax reference: 2018 Tax rates: Single Tax bracket Base tax Marginal tax rate $0 – $9,525 $0 10% $9,525 – $38,700 $952.50 12% $38,701 – $82,500 $4,453.50 22% $82,501 – $157,500 $14,089.50 24% $157,501 – $200,000 $32,089.50 32% $200,001...

January Newsletter: January 2018

Financial Newsletter The January effect Ever since economist Sidney Wachtel first coined the term in 1942, analysts and market pundits have been eager to talk about a seasonal market movement known as “the January effect.” In its simplest form, the January effect is...

December Newsletter: December 2017

By the numbers: The holiday season At the end of every year, Americans tend to kick up their spending when they buy presents, decorations, and other items for the holiday season. Let’s examine a few figures to learn how holiday spending impacts the average consumer’s...

Options When Paying Your Taxes

Options When Paying Your Taxes You’ve probably read a lot about tax strategies and how to lower your tax bill, but how well do you know the actual process of filing? A professional tax preparer can take care of a lot for you, but they can’t actually file your taxes or...

November Newsletter: November 2017

Protecting your identity In September, Equifax, one of the three major credit bureaus in the United States, announced that the company had been the target of a massive data breach. As a result of the breach, an estimated 143 million Americans have had their...