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Payments to the IRS through "Direct Pay"

Tuesday, December 4, 2018

Do you currently make quarterly estimated payments to the IRS?  Many retirees and high income earners have to pull out the checkbook, fill out a quarterly payment coupon, and mail in their check on a quarterly basis.  
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Perspective on Recent Market Volatility

Monday, October 29, 2018

Stocks in the U.S. recorded solid gains in the third quarter of 2018, with the large-cap S&P 500 Index logging its biggest quarterly advance in nearly five years. The small-cap benchmarks lagged the broader market, but all of the major indexes reached new highs. 
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Charitable giving under the new tax law

Thursday, October 18, 2018

Philanthropy

Many people believe that charitable giving is just giving money to charitable causes and counting the deduction on your tax return.
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Quarter 3, 2018 Market Review

Monday, October 8, 2018

We are pleased to share a review of world capital market performance and a timeline of events that occurred during the most recent quarter and for last year.
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Payments to the IRS through "Direct Pay"
Tuesday, December 4, 2018


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