Common Annuity Riders
Annuity riders are optional features that provide added benefits to a basic annuity contract. Learn all about them in this week’s Insurance Tip.
Slight Gains
Brands traded into the green zone on Wednesday. Stocks stepped up on rebounding oil and other economic news. Energy stocks such as PetroChina, Petrobras, and Kinder Morgan led the way.
Do You Need a Mid-Year Tax Checkup?
So many life events provide tax-planning opportunities. See if you need tax help in this week’s Tax Tip!
Stocks Slip
Indices traded into red territory on Tuesday. Brande retreated amid slipping oil. Crude shed 1.4% today to settle at $39.51 a barrel.
Investors Are Human, Too
Think the markets are crazy? First understand investor behavior can be influenced by emotions such as greed and fear. We explain in this week’s Financial Tip.
A Mixed Monday
The Dow and S&P 500 shed some points on Monday. The Nasdaq added gains. Energy brands Exxon Mobil and Chevron retreated on news of increased crude oil inventories.
Another Mixed Session
Indices closed out mixed on Friday. The Dow shed some points while the S&P 500 and Nasdaq added gains. Alphabet and Amazon stepped up on favorable earnings.
Tax Court Ruled Employer’s Independent Contractor Interpretation Reasonable
If you have independent contractors, keep up to date on how the Tax Court rules in cases the IRS brings. Read all about it in this week’s Business Tip.
Dealing with the tax consequences of a highly appreciated asset
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how a highly appreciated stock position, can create both a tax and estate planning issue. Read the Article.
Mixed Moves
Indices ended the session mixed on Thursday. The Dow shed some points while the S&P 500 and Nasdaq closed with slight gains. Moves were mixed on a variety of economic news.