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Last week’s holiday-shortened trading session delivered a strong rebound across equity markets, with the Dow Jones, S&P 500, and Nasdaq each posting gains of more than 3% for the week. In November, performance was more mixed; the Nasdaq fell... on
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by William Henderson, Vice President / Head of Investments Uncertainty from Washington and continued sloppy and inefficient roll out of... Read More
Tune in Wednesday, 6 PM for “Your Financial Choices” show on WDIY 88.1FM: Investment Terms Pending safe access to... Read More
Tune in Wednesday, 6 PM for “Your Financial Choices” show on WDIY 88.1FM: Planning for the Year Ahead. The... Read More
Tune in Wednesday, 6 PM for “Your Financial Choices” show on WDIY 88.1FM: Updates on Tax Filing – past... Read More
Tune in Wednesday, 6 PM for “Your Financial Choices” show on WDIY 88.1FM: Laurie Siebert, CPA, CFP®, AEP® and her... Read More
Tune in Wednesday, 6 PM for “Your Financial Choices” show on WDIY 88.1FM: Laurie Siebert, CPA, CFP®, AEP® and her... Read More
Identity theft presents a challenge to businesses, organizations and governments, including the Internal Revenue Service. Tax-related identity theft occurs when someone... Read More
As an investor, you may be interested in the IRS regulations concerning losses sustained from abandoned stock or other... Read More
Beginning with tax year 2020, nonemployee compensation will no longer be reported in box 7 on Form 1099-MISC. Instead,... Read More
Question: I’ve heard of Kiddie tax but I’m not sure what it is. Why do children have to pay taxes at... Read More
Head of Investments Bill Henderson and CEO Matt Petrozelli discuss the current forecast as we prepare to step into 2021.
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