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 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.

February 6, 2018

The Recent Market Correction

By: Dustin Barr, CFA

Following the Philadelphia Eagles big Super Bowl win, it seems only appropriate to lead with a Jack Bogle quote (Vanguard is headquartered in the greater Philadelphia area). 

February 1, 2018

Should You Pay For Private School from a 529 Plan?

By: Walker T. Shelton, CFP®

In our January 3, 2018 blog post, Tax Reform Update, we highlighted a handful of changes to both the Corporate and Individual tax code. 

January 3, 2018

Tax Reform Update

By: Dave Perkins J.D., CPA, CFP®

Make no mistake, the new tax law’s changes are broad and transformational.

October 5, 2017

Market Perspectives – October 2017

Capital Markets

The third quarter produced positive market results for the 8th consecutive quarter, a feat that hadn’t happened in the last 20 years. 

September 6, 2017

Market Perspectives – September 2017

Capital Markets

August is historically one of the slowest market months of the year, and this year it was no different. 

April 19, 2017

Stock Values and Corporate Tax Reform

By: Dave Perkins, J.D., CPA, CFP® and Dustin Barr, CFA

Some analysts forecast that earnings of S&P 500 companies could increase as much as 18% in 2017 over their 2016 levels.

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