Understanding the Alternative Minimum Tax

Understanding the Alternative Minimum Tax When some taxpayers hear “Alternative Minimum Tax” (AMT), they are filled with dread at the complexity of the rule. Some balk at the perceived unfairness of it, and still others won’t ever learn about the AMT until the IRS...

Financial Newsletter: February 2017

Breakthrough or bust: Examining “Dow 20k” On March 29, 1999, the Dow Jones Industrial Average (the Dow) finished the trading day above 10,000 points for the first time since the index was first published in 1896. It wouldn’t be until late 2010 until the Dow would...

12 Common Tax Errors to Avoid

12 Common Tax Errors to Avoid Filing taxes can be a tedious process. If you plan to do it yourself, either online or with an old-fashioned pen and paper, it can be all too easy to make mistakes. If you aren’t familiar enough with the tax code to take advantages of...

Investing for Small Business Owners

Investing for Small Business Owners As a small business owner, you have to consider many aspects of investment that an individual investor may be able to overlook. With your business assets and legacy at stake, it’s important to understand investing strategy in order...

Financial Newsletter: January 2017

Concerning Income Mobility According to a recent study led by Stanford economist Raj Chetty, when adjusted for inflation, approximately half of Americans born in 1984 earned more at age 30 than their parents did at the same age. This represents a stark decline from...