Substantiating Your Charitable Gifts
Not all charitable gifts are the same—different types require different documentation for a tax deduction. Learn more in this week’s Tax Tip.
Brands Retreat
Indices closed out lower on Tuesday. Energy stocks such as Exxon Mobil, Chevron, Total, and BP retreated amid a drop in crude oil. Texas Intermediate crude dipped 3% to settle at $44.90 a barrel.
Gift Idea: Grandchild IRA
If your grandchild worked over the summer, consider funding an IRA for them. Read all about it in this week’s Financial Tip.
Green Territory
Indices closed well into the green zone on Monday. Brands rebounded from Friday’s downswing on Federal Reserve comments. In a speech today in Chicago, Fed Governor Lael Brainard cautioned prudence in raising interest rates.
Red Session
Brands closed at session lows on Friday. Stocks such as Diamond Offshore, CarMax, United Rental, and Alcoa led decliners amid rising interest rate concerns.
‘Sell in May and Go Away’ and Other Investment Adages
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how you can’t invest by following rhyming couplets. Read the Article
New Business? First-Year Deduction Strategies
Not all start-up business expenses are deductible in the first year. We offer first-year deduction strategies in this week’s Business Tip.
Stocks Slip
Indices closed in the red zone on Thursday. Stocks traded lower on a variety of economic news. Crude oil prices ramped up following an unexpected dip in domestic reserves.
Group Disability Insurance
A group disability insurance policy can be an affordable solution to your need for income protection. We explain in this week’s Insurance Tip.
Mixed Moves
Indices ended trading mixed on Wednesday. The Dow and S&P 500 shed some points while the Nasdaq closed at a new record level. Moves were mixed amid the release of a variety of economic news.