Market Roundup: Bearish Week Ends With Mixed Results Despite Strong GDP

Stocks opened the week lower but managed to gain some ground in the afternoon. At the end of the trading session, the Dow Jones Industrial Average was down roughly 0.14%, while the S&P 500 Index was up 0.05% and the NASDAQ Composite was higher by 0.22%. The major indices were mixed again the following day as the Dow and S&P ticked up while the NASDAQ closed fractionally in the red.

Got a Letter from the IRS?

If you have received an IRS envelope from the Internal Revenue Service (IRS) in your mailbox that does not contain a refund check, it will probably cause an increase your heart rate likely increased. But Don’t panic, though; most of the issues in these letters can be dealt with simply and painlessly. Every year, the…

Mid-Year is the Time to Factor in Tax Reform Changes

Tax Manager John Dickson, C.P.A., CFP®, CVA, joins Troy Harmon, CFA, CVA, and K.C. Smith, CFP®, to highlight some of the major changes from tax reform that will affect nearly everyone’s 2018 taxes. He discusses what you should watch out for, moves you should consider if you know you’re losing some itemized deductions, and how tax projections can help you determine how to best position your money.