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Weekly Market Commentary: November 22, 2016

The Markets This time it’s the end. Really. Possibly. It seems like experts have been forecasting the end of the bull market in bonds for … Read more

Tax tips before filing

HALF vs. ELF Companies

In the realm of business there are many different sayings out there to describe success vs. lack of success.  You’ve got terms like proactive vs. … Read more

Weekly Market Commentary: November 15, 2016

The Markets Surprise! Markets were remarkably sanguine following the election of Donald Trump to the presidency of the United States. There was a moment of … Read more

Oliver Kollofski Receives Advanced Training from America’s IRA Professionals

Semiannual Workshop Held for Members of Ed Slott’s Elite IRA Advisor GroupSM to Train on Latest Retirement Account Planning Strategies, New Tax Laws and Guidelines … Read more

Weekly Market Commentary: November 8, 2016

The Markets Markets hate uncertainty – and that may create opportunities. Last week, investors experienced another bout of election jitters, and the Standard & Poor’s … Read more

Ten Must Know Tax Items – Part 2 of 2

Well, hopefully you found last month’s blog to be helpful! We outlined the items 1-5 of this 2-part series Ten Must Know Tax Items – … Read more

Weekly Market Commentary: November 1, 2016

The Markets It’s almost over… During July 2016, Pew Research reported almost 60 percent of Americans were suffering from election fatigue. They weren’t uninterested in … Read more


Important Questions to ask a Late Spouse’s employer

Losing your spouse is a huge loss in your life.  What do you do now?  Where do you go, who do you notify, who will … Read more

Weekly Market Commentary: October 26, 2016

The Markets “Verrrry interesting.” Arte Johnson’s catch phrase from Rowan & Martin’s Laugh-In may not have described U.S. stock markets last week, but there were … Read more

Dig Deeper: 4 Steps to Set the Financial Goals that Matter

When you think about your financial goals, most people have some general rules like “spend less, save more,” but those types of things are so … Read more

Ten Must Know Tax Items – Part 1 of 2

You know the saying about death and taxes? “In this world nothing can be said to be certain, except death and taxes.” – Benjamin Franklin. … Read more

Weekly Market Commentary: October 18, 2016

The Markets Third quarter earnings season, that is. Every quarter, companies report earnings to let investors know how profitable the companies were during the quarter. … Read more