Tax Tip Tuesday: Yes, You Can Direct Deposit Your Tax Refund into Your IRA!

March 20th, 2018|

By Theresa Fry, Senior Vice President and Manager, IRA’s and Retirement Planning

If you haven’t yet filed your tax return and are expecting a refund this year, there is an easy way to turn that refund into retirement savings without being tempted to spend it. Did you know you can direct deposit your tax refund into […]

The Silence of the Bulls

March 19th, 2018|

By Pete Biebel, Senior Vice President

Compared to recent weeks, market action last week had less movement than a prisoner in solitary confinement.  Following spectacular gains in the previous week, the averages were in a position to extend their rebound rally.  But, the bulls failed to deliver.  My contention in recent articles (“You Say You Want […]

Tax Tip Tuesday: SEP IRAs and Other Retirement Plan Reminders

March 13th, 2018|

By Edward “Ed” V. O’Neal, Vice President and Manager, Retirement Plans

It’s that time of year where the attention of many business owners quickly turns to tax season and ways to reduce taxes—while increasing savings.

For small business owners looking for 2017 tax deductions, along with a way to jump start your retirement savings, the SEP IRA […]

I’m Just Waiting on a Trend

March 12th, 2018|

By Pete Biebel, Senior Vice President

I can’t get no satisfaction.  A couple weeks ago in “You Say You Want a Resolution,” I wrote about the unresolved issue of whether the market had completed its mini-correction and was now on its way to higher highs or it was merely going through a rebound phase in an […]

Tax Tip Tuesday: Extra Time to Contribute To Your IRA

March 6th, 2018|

By Theresa Fry, Senior Vice President and Manager, IRA’s and Retirement Planning

It’s not too late. You can still make a contribution for 2017 to your Roth IRA, traditional IRA, or SEP IRA (if you are self-employed). This year there is a little extra time for everyone. All individuals have until Tuesday, April 17, 2018 to […]

Metal Meddle Tests Market’s Mettle

March 5th, 2018|

By Pete Biebel, Senior Vice President

Much of the blame for the market’s meltdown last week was ascribed to President Trump’s announcement that he intends to impose tariffs on imported steel and aluminum.  This is apparently part of the effort to make American grates again.  The major averages all fell between 1% and 2% following that […]

Tax Tip Tuesday: Watch Out for Tax Scams

February 27th, 2018|

By Jeffrey R. Wolfe, Senior Vice President, Manager of Wealth Planning Strategies

Unfortunately, identity theft and consequential tax refund kidnapping continues to rise during tax season. Once again the IRS has declared identity theft as the biggest risk to taxpayers. Also increasing are email schemes to swindle refunds and filing information. In 2016, the IRS reported […]


February 26th, 2018|

By Pete Biebel, Senior Vice President

In the four days of trading last week, the market covered a lot of ground, but didn’t really get anywhere.  Neither the Dow Jones Industrial Average (DJIA) nor the S&P 500 Index (SPX) was able to get back to the high of the previous Friday.  On both Wednesday and Thursday, […]

Don’t Skip Past This Question

February 21st, 2018|

By Kortney Christensen, CFP®, Executive Vice President, Director of Sales and Marketing

Starting this month, your financial advisor may be asking you a new question.  It isn’t about your savings plan or investment objectives.  This question has to do with naming a trusted contact person on your account.  A trusted contact person is someone you authorize […]

You Say You Want a Resolution

February 20th, 2018|

By Pete Biebel, Senior Vice President

Well, you know, we’d all love to see the plan.  Traders were up in arms last week following the bearish attack in the previous two weeks.  In the prior week, the S&P 500 Index (SPX) plunged more than 140 points, its largest weekly point loss since October of 2008.  And, […]