by Kaleb Price, CFP®, CPA | Mar 31, 2025 | Blog
With tax season in full swing for CPAs, the numbers can become jumbled, social interaction few and far between, and little to no time for additional questions you may have outside of your tax return. Over the years, I’ve noticed clients tend to have a lot of the same...
by Montgomery Gossen | Feb 26, 2025 | Blog
2025 has kicked off with higher investor uncertainty. A couple of key points to prepare. Annually, we update our History Revisited blog, highlighting economic and financial market events that put pressure on investor discipline despite having temporary and minimal...
by Montgomery Gossen | Feb 7, 2025 | Blog
On January 5, President Joe Biden signed the Social Security Fairness Act, repealing the Government Pension Offset (GPO) and Windfall Elimination Provision (WEP) for Social Security benefits. These conditions reduced (if not eliminated) the ability to receive Social...
by Joseph "Bo" Billeaud | Jan 20, 2025 | Blog, Bo's Corner
Academics define risk as “portfolio volatility”, which they call “beta”. They do that because they are, well, academics. By equating volatility to risk, they can assign Greek letters to their arithmetic, and write lots of academic papers on the subject. ...
by Jonas Lowery, CFP® | Dec 4, 2024 | Blog
The Federal Reserve announced it is ‘leaning’ towards another interest rate cut in December, making the third cut in 2024. This has led to an abundance of financial media headlines like “3 Smart Moves For Investors After the Fed’s Interest Rate Cut.”1...
by George W. Holland, IV | Oct 23, 2024 | Blog
Just a quick reminder… Every four years, tensions rise among some investors as to how their hard-earned savings will be affected by the upcoming presidential election. Without going into the details, know that there is no historical evidence we can use to reliably...
