Net Unrealized Appreciation

By J.K. Roberts, CFP, CRPC | September 19, 2018 | Comments Off on Net Unrealized Appreciation

If you have company stock in your 401k plan, you may want to consider a setting up a tax strategy that takes advantage of net unrealized appreciation (NUA). When done correctly, NUA potentially save you thousands in taxes. On the other hand, you may be…

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Q2 Market Commentary

By J.K. Roberts, CFP, CRPC | July 30, 2018 | Comments Off on Q2 Market Commentary

The second quarter of 2018 has come to an end. In my first quarter update, I reported that the market news was mixed. The growth in the stock market stalled in January and declined to the lowest point of the year as the first quarter…

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Free Advice Is Worth Exactly That

By J.K. Roberts, CFP, CRPC | June 13, 2018 | Comments Off on Free Advice Is Worth Exactly That

Recently, the online Q&A website Quora forwarded me this question – Should I hire a Financial Advisor? What are the pros and cons? How much do they cost? That’s a common question I hear from many folks. It can be hard for some to justify…

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Business or Hobby?

By J.K. Roberts, CFP, CRPC | May 16, 2018 | Comments Off on Business or Hobby?

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 into the business. Starting a business is difficult. I know……

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Q1 Market Commentary

By J.K. Roberts, CFP, CRPC | March 28, 2018 | Comments Off on Q1 Market Commentary

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 extended though all of 2017 seems to have peaked near…

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