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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

Newsletter - 2017 3Q