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Our Latest News
Medicare Planning: Article published in the Journal of Accountancy
One of our financial planners, Francis C. Thomas, CPA, PFS, has had an article published in the Journal of Accountancy. The article, titled "Planning for Medicare taxes, premiums, and surcharges" focuses on the importance of including the costs associated with...
3rd Quarter 2019 Review
Overview With political news dominating the headlines, the U.K. set to “Brexit” in October, and tensions rising in Iran, there appears to be no shortage of external risks for investors both domestic and abroad. Nonetheless, low interest rates, unemployment, and strong...
2nd Quarter 2019 Review
Overview Concerns over a global economic slowdown depicted in recent economic data moved Central Banks to telegraph future easing of monetary policy. As a result, interest rates continued their decline throughout the 2nd quarter. The lower rates have translated to...
Retiring in New Jersey? You might be eligible for some tax relief.
If you’ve been living in the Garden State for any length of time, you don’t need to read a magazine to know that you’re being taxed at every turn. Property taxes, state income taxes, even sales taxes are higher than in most other states. Luckily, the state of New...
First Quarter 2019 Review
Overview In the first quarter, the bull market celebrated its 10 year anniversary since bottoming out on March 6, 2009. Ten years later, the S&P 500 sits above 2,800, a rise of 2,133 points from the 667 crater seen during the financial crisis. While the 4th...
2018: Year in Review
Markets in 2018 turned out to be a roller coaster ride of ups and downs, but ultimately finished on a very sour note after a horrible 4th quarter. We began 2018 with optimism, having just come off a tremendous year in 2017 which saw 20%+ equity returns. Many investors...