Mueller Report: Impact on Investments

By J.K. Roberts, CFP, CRPC | April 22, 2019 | Comments Off on Mueller Report: Impact on Investments

The full Mueller Report was released hours before the holiday weekend. The findings in the report have the potential to drastically alter the political landscape. That, in turn, can have a major impact on the direction of the economy. Over the long weekend, I completed…

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Q1 Market Report

By J.K. Roberts, CFP, CRPC | April 8, 2019 | Comments Off on Q1 Market Report

So far, 2019 has been a good year for the stock market. The S&P 500 index shot up over 14% during the first quarter. Of course, several major indices ended in bear market territory last year. Investment analysts are divided on the direction the markets…

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IRS Tax Scam Dirty Dozen

By J.K. Roberts, CFP, CRPC | March 21, 2019 | Comments Off on IRS Tax Scam Dirty Dozen

Each year, the Internal Revenue Service presents a list of the top 12 tax scams. Make sure you’re not taken advantage of!  Failure to report offshore funds remains a crime; IRS includes topic on its 2019 “Dirty Dozen” scams list – See IR-2019-43 Avoid improper…

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2018 Market Review and a Look Forward

By J.K. Roberts, CFP, CRPC | February 8, 2019 | Comments Off on 2018 Market Review and a Look Forward

Reaching the peak of a mountain is the easy part. Once you’ve reached the top, you need to start planning for the descent. And that’s where things get tricky. While most metrics are pointing to a healthy economy for 2019, the stock market has continued…

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Year End Tax Ideas

By J.K. Roberts, CFP, CRPC | December 20, 2018 | Comments Off on Year End Tax Ideas

The year is quickly coming to an end. While you should be focused on spending time with family and friends, make sure to get your finances in order for the new year. Here are a few ideas on how to close out the year. Contribute…

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