Business or Hobby?

By J.K. Roberts, CFP, CRPC | May 16, 2018 | 0 Comments

Creating a sound tax strategy is one of the more important parts of a financial plan. This is especially true for business owners. Every dollar saved on taxes is one that could be put back…

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Q1 Market Commentary

By J.K. Roberts, CFP, CRPC | March 28, 2018 | 0 Comments

The first quarter of 2018 is coming to an end and the market news is mixed. The Dow Jones and S&P 500 stock indices have basically been flat for the quarter. The market run that…

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Retirement Distribution Tax Planning

By J.K. Roberts, CFP, CRPC | March 19, 2018 | 0 Comments

“Please consult your tax advisor.” This is the standard disclaimer brokerage firms give whenever a client requests a withdrawal from their retirement account. It’s there way of washing their hands of the situation. Brokerage firms…

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Dow down 4.6%? Don’t panic.

By J.K. Roberts, CFP, CRPC | February 5, 2018 | 0 Comments

The Dow Jones Industrial Average dropped 1,175.21 points today. It was the largest point drop in the history of the stock market. The index lost 4.6% of its total value. How should investors react to…

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