Insights into various financial topics are provided on our blog. Please bookmark this page for your reference.
- June 08, 2017
Take a Deep Breath and Stay Invested
The current political climate and global incidents have disturbed what was an unusually calm stock market.View more - June 02, 2017
Estate Planning Basics
Estate planning can be an uncomfortable topic for many people causing them to put it off for as long as possible. However, when people don’t put their financial affairs in order, it makes their friends and family deal with potentially complicated and stressful situations. Investing some time and money now ...View more - May 16, 2017
What Are Your Odds of Being Audited?
Nearly a month following the 2016 federal income tax filing deadline.View more - April 28, 2017
A New Tax Break for Montgomery County Seniors and Military Retirees
Are you a Montgomery County resident age 65 or older or a military retiree age 65 or older? If so, you may be eligible for a 20% tax credit on your Montgomery County property taxes if you meet certain criteria. On March 7, 2017, the Montgomery County Council passed the Property ...View more - April 10, 2017
Implied Forward Interest Rate
View more - April 06, 2017
Is It Time to Retire Your Thrift Savings Plan?
View more - March 24, 2017
The Concentrated Stock Market
Clark shares his thoughts on investing in the current concentrated stock market.View more - March 21, 2017
Tips for Rollovers and Withdrawals from Employer Retirement Plans and IRAs
Have you recently changed jobs or retired? Not sure what to do with your retirement savings plan? If so, we suggest completing either a direct transfer to your new job’s retirement plan or requesting an IRA rollover – a common and useful financial move – so you don’t leave your ...View more - March 16, 2017
The Fed Rate Hike
The U.S. Federal Reserve Board’s Open Market Committee just raised the Fed Funds rate from 0.75% to 1.00%—the second rate hike in three months. These recent increases to the federal interest rate may be causing you to ask what you should do with your investment portfolio in light of this ...View more - February 23, 2017
Greece Returns to the Headlines
The nation of Greece, once the subject of almost daily speculation about the viability of its government bonds, has pulled its economy out of a disaster into a muddle. No doubt, it grew tiresome hearing about Grexit scenarios, and the numerous times when the European Central Bank and the European ...View more