by Greg Dillard CFP (TM) | Apr 10, 2023 | Featured, Recent Post
With April’s federal tax filing and payment deadline on the horizon, Americans are dotting their i’s and crossing their t’s as they prepare for the countdown to Tax Day. But before you rush to get that return out the door, are you confident you have everything in...
by Matt Gazaway CFP (TM) | Mar 31, 2023 | Featured, Recent Post
When people think of “myths,” they often think of such stories as Pandora’s Box (the woman who took the lid off of a jar releasing all of the world’s ills upon the world, were taxes one of them?), or the Tale of Prometheus (who stole fire from his fellow gods to give...
by Matt Gazaway CFP (TM) | Feb 1, 2023 | Investment Changes, Recent Post
2022 Investment Changes view all blog posts " Investment Changes Summary 2022 Year in Review 2022 was a challenging year in the markets driven by the Federal Reserve raising interest rates at the fastest clip in over 40 years, causing painful ripple effects across...
by Greg Dillard CFP (TM) | Dec 28, 2022 | Recent Post
2022 Year in Review view all blog posts " 2022 Year in Review 2022 was a challenging year in the markets driven by the Federal Reserve raising interest rates at the fastest clip in over 40 years. These rate hikes brought the Fed Funds rate to its highest level in over...
by Matt Gazaway CFP (TM) | Nov 30, 2022 | Investment Changes, Recent Post
November 2022 Investment Changes view all blog posts " November 2022 UPDATES We repositioned a portion of our shorter-term bond funds into money market funds. WHY? Attractive short-term yields with minimal interest rate risk due to the recent Fed rate hikes. We...
by Greg Dillard CFP (TM) | Mar 1, 2022 | Recent Post
Roth Conversions Explained view all blog posts " Should You Consider a Roth Conversion? A Roth conversion refers to the process of moving money from a traditional pre-tax retirement account (IRA or 401K) into a Roth IRA account. This process triggers ordinary income...
