Recent News and Articles
End of Year Reflection
David Greene, CFP® reflects on the events of 2022.
Tax Reference Guide for 2017
A new year brings adjustments to our tax rates, standard deductions, exemption amounts, retirement plan contribution limits, and more. In this quick guide, we want to help you prepare for the year ahead by sharing some of the limits and rates that you might reference throughout the year. Keep in mind that these numbers are NOT to be used to file your 2016 tax returns this April. The general information provided below is from Prudential Financial’s annual Easy Reference Tax Guide. It is not meant to cover all situations so please consult your tax professional for answers [...]
Reflecting with Pride
As many people reading this are already aware, I am “retiring” from direct work with clients at the end of 2017. So what can I say about our business after 30+ years? First, there have been many changes since 1978. The growth of automation with computers and software has been staggering, and all this automated support allows us to analyze more numbers and define alternative choices for our clients. There are multiple ways to achieve an objective, and some of them are easier and faster than others. Helping you define the best way to accomplish your objectives is more [...]
Kevin’s Corner: One Person’s “Junk Bonds” are Another’s Treasure
With the Federal Reserve getting ever closer to finally increasing interest rates, bond investors have been looking for categories that will offer some measure of protection from the expected decline in bond prices that comes with higher yields on Treasuries. One asset class that seems to be set up to weather a slow rate of interest rate hikes by the Fed is high yield bonds. Also known by the unfortunate name of “junk bonds,” high yield bonds are issued by companies that have a below-investment-grade credit rating. These companies need to pay a higher interest rate on [...]
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