Hurricane Preparation 2018
Posted by Greg Patterson, Managing Partner and Financial Advisor on Fri, 05/18/2018 - 14:03
With hurricane season upon us, we wanted to take a moment to provide some helpful information.
What is gross domestic product, and why is it important to investors?
Posted by Greg Patterson, Managing Partner and Financial Advisor on Wed, 05/16/2018 - 17:36
Gross domestic product is the most comprehensive collection of data on a country's economy.
What is the employment situation report, and why is it important to investors?
Posted by Greg Patterson, Managing Partner and Financial Advisor on Wed, 05/16/2018 - 17:35
The employment situation report provides important information about the country's labor force.
Marriage and Money: Taking a Team Approach to Retirement
Posted by Greg Patterson, Managing Partner and Financial Advisor on Wed, 05/16/2018 - 17:33
Even when most of a married couple's retirement assets reside in different accounts, it's still possible to craft a unified retirement strategy.
Investing to Save Time Boosts Happiness Returns
Posted by Greg Patterson, Managing Partner and Financial Advisor on Wed, 05/16/2018 - 17:30
Spending money to save time can result in greater life satisfaction.
Mid-Year Planning: Tax Changes to Factor In
Posted by Greg Patterson, Managing Partner and Financial Advisor on Wed, 05/16/2018 - 16:57
The Tax Cuts and Jobs Act, passed in December of last year, fundamentally changes the federal tax landscape for both individuals and businesses.
How has tax reform affected the generation-skipping transfer tax?
Posted by Greg Patterson, Managing Partner and Financial Advisor on Mon, 04/30/2018 - 15:40
Recent tax reform legislation doubled the federal generation-skipping transfer tax exemption.
What are the gift and estate tax rules after tax reform?
Posted by Greg Patterson, Managing Partner and Financial Advisor on Mon, 04/30/2018 - 15:31
Recent tax reform legislation doubled the federal gift and estate tax basic exclusion amount.
The College Landscape After Tax Reform
Posted by Greg Patterson, Managing Partner and Financial Advisor on Mon, 04/30/2018 - 15:08
How did tax reform affect college planning?
Quiz Can You Answer These Social Security Benefit Questions?
Posted by Greg Patterson, Managing Partner and Financial Advisor on Thu, 04/26/2018 - 14:37
Most people will receive Social Security benefits at some point in their lifetimes, but how much do you know about this important source of income? Take this quiz to learn more.
