What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
As you may have heard in the news, Charles Schwab and TD Ameritrade have reached an agreement for Schwab to acquire TD Ameritrade. The combined company will retain the Schwab name, and will reflect the best that each legacy firm has to...Read More
Tax time is almost here! January 28th is the date the IRS is giving for tax returns to begin being accepted. I wanted to provide some important updates, key dates and useful information for the 2018 tax season. For your tax forms...Read More
As done in the past when markets have been volatile, I am reaching out to discuss the causes and what the present outlook is. As you may know, in recent weeks, the gains in the markets for this year have been predominantly reversed....Read More
If you came by our office during tax season, you may have noticed a big change. During the months of September 2017 thru January 2018 we expanded our office to the entire top floor of our building. This included not only a lot of small...Read More