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…

Read More

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…

Read More

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…

Read More

How long will the down market continue?

By J.K. Roberts, CFP, CRPC | November 14, 2018 | Comments Off on How long will the down market continue?

The stock market has been pretty volatile over the last couple of months while the bond market continues to decline as interest rates rise. Now that the mid-term elections have passed, things should calm down a bit. That might not be much comfort if your…

Read More

Q3 Year to Date Returns

By J.K. Roberts, CFP, CRPC | September 28, 2018 | Comments Off on Q3 Year to Date Returns

Overall, it’s been a slow year for diversified portfolios. Moderately allocated portfolio’s are averaging 3.15% for the year. The highest returns this year are coming from small cap growth funds. That style of investment is very aggressive. In 2008, the index fell 40.32%. From a…

Read More