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Newsletter - 2018 3Q

In this Issue...

  • Should the Fed Raise Rates?
  • Who’s Winning the Trade War?
  • The A-B-Cs of Alpha and Beta
  • Did You Know?
    • Beneficial HSA Beneficiary
    • Kiddie Tax 10.0
    • Kiddie Roth IRA
  • There’s Still Time!  Key Dates for Small Biz Retirement Plans
  • Making the Most of Your Charitable Gifts!
  • Did You Know?
    • Withholding Check
    • FAFSA Dates
  • Ancillary Financial Support

 

 

 

 

Newsletter - 2018 2Q

In this Issue...

  • Market Peaks & Economic Peaks are Distinct Events
  • What is Alpha and Why Should I Care?
  • Did You Know?
    • HSAs Funded Creatively
    • The Foreign Tax Credit
  • Medicare & My Tax Bracket
  • Qualified Charitable Distributions are Even More Important Now
  • Did You Know?
    • Alimony Inquiry
    • College Cost Course

 

Newsletter - 2018 1Q

In this Issue...

  • Interest Rates and Your Stock and Bond Portfolio
  • Contributions for 2017:  It’s Not Too Late!
  • What’s New for Your 2018 Tax Year
  • How the Tax Overhaul Could Impact the Economy
  • Did You Know?
    • 529 Uses Expanded
    • HSAs—A Triple Tax Break
  • D LAK Welcomes Doug Wondrely!
  • D LAK Welcomes Carly Bird!

 

Newsletter - 2017 4Q

  In This Issue...                                                                                        
  • “The Great Rotation”2018 Maximum Retirement Contributions Announced!
    • Large Growth vs. Large Value
    • U.S. Large Cap vs. Developed International
    • U.S. Equities vs. Emerging Markets
  • Buy New, Lease, or Buy Off Lease?
  • Did You Know?
    • How FAFSA can Aid
    • Having a CLUE: Testing a Claimless Claim

Should the Fed Raise Rates?

Who’s Winning the Trade War?

The A-B-Cs of Alpha and Beta

Did You Know?

Beneficial HSA Beneficiary

Kiddie Tax 10.0

Kiddie Roth IRA

There’s Still Time!  Key Dates for Small Biz Retirement Plans

Making the Most of Your Charitable Gifts!

Did You Know?

Withholding Check

FAFSA Dates

Ancillary Financial Support