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U.S. equities moved lower for the week ending March 20, with the S&P 500 declining roughly 1.9%, the Dow Jones Industrial Average falling about 2.1%, and the Nasdaq Composite slipping approximately 2.1%. Markets continued to trade under the weight... on
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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.
Watch Now Tune in Wednesday, December 30, 6 PM for a recorded episode of “Your Financial Choices” on WDIY 88.1FM: Laurie... Read More
Financial Advisors Laurie Siebert, CPA, CFP®, AEP® and Tim Roof, CFP® discuss 2021 planning and the importance of asset rebalancing asset allocations.
Watch Now Tune in Wednesday, 6 PM for “Your Financial Choices” show on WDIY 88.1FM: Social Security and Medicare odds and... Read More
Financial Advisors Laurie Siebert, CPA, CFP®, AEP® and Tim Roof, CFP® discuss estate planning topics including beneficiary and charitable giving elements. WATCH NOW (and stay tuned for PART II next week).
Watch Now Tune in Wednesday, 6 PM for “Your Financial Choices” show on WDIY 88.1FM: Social Security and Medicare odds and... Read More