Businesses & Executives

November 20, 2018

Better Ways to Give to Charity

By: Abby Bennett, CFP®

It seems to me that every year the holiday season begins a little earlier.

November 9, 2018

Tax Benefits of a Health Savings Account

By: Abby Bennett, CFP®

A health savings account (HSA) is designed to allow taxpayers in the US to save tax-deferred money specifically for medical expenses.

September 19, 2018

Gift Stock, Not Cash

By: Abby Bennett, CFP®

The majority of charitable gifts in the US are made with cash.

September 5, 2018

Better Betting with Warren Buffett

By: Dustin Barr, CFA

On January 1, 2008, Warren Buffett entered into an agreement with hedge fund firm Protégé Partners (then run by Ted Seides). 

July 16, 2018

Student Loans Got You Down?

By: Abby Bennett, CFP®

I get it…I was one of the 42 million people sharing in the $1.37+ trillion of federally-funded student loan debt.

June 25, 2018

Check Your Debt in 2018

By: Dave Perkins, J.D., CPA, CFP®

It used to be simple.

May 21, 2018

3 Things to Consider When Hiring a Financial Advisor

By: Abby Bennett, CFP®

When you decide to work with a financial advisor, you are hiring them to help you prudently manage your financial life.

May 3, 2018

Bunching Charitable Deductions Under the New Tax Law

By: Dave Perkins J.D., CPA, CFP®

Tax rates have moved up and down over the years, but we have been following essentially the same system since the Reagan Tax Act of 1986.

April 10, 2018

Market Perspectives – April 2018

Capital Markets

After fifteen consecutive months of gains, stocks were negative for a second month in a row and posted the first negative quarter since Q3 2015.

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