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What hasn’t changed in the new tax law?

By Dan Moisand | May 14, 2018

With so many changes passed in the new tax code, it is easy to get confused. Many are asking, “What hasn’t changed in the new tax law?” Making News… Congratulations, Mike Salmon!! We are proud to share that our own Mike Salmon has been named to this year’s 10 Young Advisors To Watch feature in Financial Advisor…

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What financial records should be kept and for how long?

By Dan Moisand | April 11, 2018

Financial record keeping tips Since many of us handle large amounts of paper during tax time, it begs the question, “What financial records should be kept, for how long and what can be discarded?” The answer to those questions has changed over the years, so we thought it would be helpful to outline some basics.…

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The effect of speculation on financial security

By Dan Moisand | March 14, 2018

  Invest, don’t speculate. We have made that admonition more than a few times over the years and it is usually followed with information or insights on investing. But today, we want to talk about speculation and more importantly, what effect speculation has on one’s financial security. “Invest, don’t speculate” is a simple mantra yet…

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What will the market do now?

By Dan Moisand | February 14, 2018

With two one-day declines of 1,000+ points in the Dow Jones Industrial Average recently, the media is full of people asking and answering the question, “What will the market do now?”  It is an intriguing question, but for true investors, it is not a question that requires an accurate answer. What will the market do…

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Making sense of the new tax laws

By Dan Moisand | January 10, 2018

  Making Sense of the New Tax Laws That’s right “laws.” Plural. A bill was passed last fall (and largely overlooked in the media) which was written specifically to help anyone in areas affected by hurricanes Harvey, Maria or Irma. If you pay to repair damage from those storms by the end of 2018, tell…

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Pros and cons of 529 college savings plans

By Dan Moisand | December 14, 2017

  Pros and Cons of 529 College Savings Plans Paying for the college education of a child or grandchild is one of the most common goals of families we serve. There are several ways to fund this effort, but one of the most popular is a Section 529 College Savings Plan. 529 plans are named…

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