Investing
Third Quarter Earnings Are In Full Swing (Unlike The Cubs)
Third Quarter Earnings Are In Full Swing (Unlike The Cubs)! Just like we watched our beloved Chicago Cubs inch out wins during the playoffs, quarterly corporate earnings keep us watching with anticipation. Corporate earnings are reported each calendar quarter and provide us with insight to how a company is operating. The earnings number represents how…
[Video] Consolidating Retirement Accounts
What To Consider When Consolidating Retirement Accounts Are you nearing retirement or maybe in retirement? Or have you had a 401(k) at an old employer and now need to decide what to do with the different accounts? Can you consolidate them, move them, or need to just leave them where they are? To move a…
Tax Reform & Portfolio Protections
What kind of news have we heard this past week that is impacting the financial markets? TAX REFORM First, we’ve seen progress toward tax reform. The House of Representatives passed the 2018 Fiscal Budget which will now move to the Senate for a vote. This step has to happen in order for overall tax reform…
Do You Panic About Investment Performance?
We have been attending a conference in Dallas over the past week. After leaving the hotel, we started hearing that many gas stations throughout the city and suburbs were actually out of gas. Due to the rising prices caused from the destruction that Hurricane Harvey had on the Houston community and two oil refineries there,…
[Video] Recharacterization…The Roth Conversion “Undo” Button
STEPHEN SMALENBERGER, EA Ever wished you could hit the “undo button” and everything would go back to how it was? Well this does actually exist and in the financial world this is known as a recharacterization. That is a big word that essentially means to unwind or undo a Roth Conversion that was processed at…
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