Front Page Blog

October 30 , 2019 | Posted by Emilie Schwarz |

Recessions: Breaking Down the Buzz

If you’ve listened to the news the past two years, you may have heard speculation on when the next recession will be. Commentators are looking for signs as to when the recession will start and making predictions for how it will impact the markets. Since recessions are notoriously hard to forecast, that means a lot

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August 27 , 2019 | Posted by Brad Schueler |

The Expanded Usability of 529 Plans

As a new school year has already begun for most kids across the nation, it’s a great time to review the benefits to using 529 Plans.  In the past, we would have referred to these as “college savings plans,” however, due to new legislation, there are ways to utilize these accounts that stretch beyond just

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July 30 , 2019 | Posted by Emilie Schwarz |

How to Respond to a Data Breach

Within the first 24-48 hours Call your advisor, regardless of where or how the breach occurred, so he/she can watch for any suspicious activity in your accounts and collaborate with you on extra precautions to take in verifying your identity prior to any fund transfers. Call the Social Security Administration’s fraud hotline at 800-269-0271 if

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April 27 , 2018 | Posted by James McGrath |

Rough Seas Ahead, Should you Change Course?

As most everyone knows, the past few months have seen volatility return to the investment markets.  2017 was a historic year for the S&P 500 (500 largest US companies) where the index was positive every month of the year with the number of 1% moves experienced (up or down) only being eight. We’ve now had

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April 11 , 2018 | Posted by Marc Wambaugh |

Sailing with the Tides

by Jim Parker, Dimensional Fund Advisors Embarking on a financial plan is like sailing around the world. The voyage won’t always go to plan, and there’ll be rough seas. But the odds of reaching your destination increase greatly if you are prepared, flexible, patient, and well-advised. A mistake many inexperienced sailors make is not having

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March 21 , 2018 | Posted by Marc Wambaugh |

Should You Establish a Donor-Advised Fund?

Many taxpayers around the country have given to charity for years and the tax deduction associated with those donations was an added bonus. However, with the sweeping new tax law changes that took effect in January 2018, some taxpayers may no longer receive a tax benefit for donations. The new standard deduction is $24,000 for

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December 15 , 2017 | Posted by Emilie Schwarz |

Demystifying Social Security Basics

If you’ve ever looked into your Social Security benefits you’ve probably discovered this: they’re simple in concept and confusing in execution. If you or your spouse work long enough, you’ll get a benefit that you can claim at some point. But, that’s when the questions start: how much do you get, how much will your

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