If you’re a beginning investor, it’s likely you’re concentrating on building your portfolio. But as important as it is to build that portfolio, you should also ensure that it’s diversified.
Why is a diversified portfolio so important?
There are three key reasons why diversifying is important:
Provided by: Nate Kilton, CPA/PFS, CFP®, MBA, REALTOR®
Many households think they are planning carefully for retirement. In many cases, they are not. Weak spots in their retirement planning and saving may go unnoticed.
Provided by: Nate Kilton, CPA/PFS, CFP®, MBA, REALTOR®
Provided by: Nate Kilton, CPA/PFS, CFP®, MBA, REALTOR®
“Lifestyle creep” is an unusual phrase describing an all-too-common problem: the more money people earn, the more money they tend to spend.
Provided by: Nate Kilton, CPA/PFS, CFP®, MBA, REALTOR®
The recently enacted Tax Cuts and Jobs Act (TCJA) is a sweeping tax package. Here's a look at some of the more important elements of the new law that have an impact on individuals. Unless otherwise noted, the changes are effective for tax years beginning in 2018 through 2025.
By Shawn Baxter
Manager, Centralized Compliance Controls
The recently enacted Tax Cuts and Jobs Act (“TCJA”) is a sweeping tax package. Here's an overview of some of the more important business tax changes in the new law. Unless otherwise noted, the changes are effective for tax years beginning in 2018.
Deductibility of interest on “acquisition debt.” Taxpayers may deduct interest on mortgage debt that is “acquisition debt.” Acquisition debt means debt that is: (1) secured by the taxpayer's principal home and/or a second home, and (2) incurred in acquiring, constr
Provided by: Nate Kilton, CPA/PFS, CFP®, MBA, REALTOR®
Dear Client,
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