January 2023 Market Minute
For the month of January, our Research Analysts are taking a close look at fourth quarter earnings, the Leading Economic Index, and Foreign Markets.
For the month of January, our Research Analysts are taking a close look at fourth quarter earnings, the Leading Economic Index, and Foreign Markets.
Go a little crazy with your spending during the holidays? If you have debt, it is crucial to understand the terms, interest rates, payment terms, prepayment, and penalties.
With the holiday celebrations in the rear-view mirror and the New Year underway, now is the time to take a look at the changes this year that will impact your 2023 tax return.
Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Peter Lynch are joined by Chief Investment Officer Troy Harmon, CFA, CVA, to discuss how when clients divorce, a financial adviser goes from one client as a couple to two clients who are looking out for themselves.
If you use contract workers to perform services for your business and pay them $600 or more for the year, you are required to issue each one a Form 1099-NEC after the end of the year to avoid facing the loss of the deduction for their labor and expenses.
No business owner wants to deal with the impact of a recession—but that doesn’t change the reality of the situation. Jessie Thomas, CPA, covers three important things to keep in mind so you can prepare your business for whatever the economy happens to throw at you.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, looks back at 2022’s stock market and provides his outlook on what could be in store for both the stock market and the economy in 2023. Read the article at the Marietta Daily Journal. This article is for demonstrative and academic purposes and is meant…
Are you renting a home from a relative? Have your parents given you a loan? We look at five common situations and the tax issues that can arise!
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by fellow Research Analysts Nick Antonucci, CVA, CEPA, and Jacob Keen, CFA, to look back at 2022’s stock market and provide their outlook on what could be in store for both the stock market and the economy in 2023.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, covers the changes the SECURE Act 2.0 will make to required minimum distributions, catch-up contributions, 401(k) plans and more.