Year-End Financial To-Do: It’s Tax Loss Harvesting Time

December 7th, 2016|

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

In 2016, we have had strong equity performance which may have generated some taxable capital gains. Before year end, check to see if you have other positions with unrealized losses to help offset some of your gains. Tax loss harvesting is a method of […]

Year-End Financial To-Do: Making Annual Gifts

December 6th, 2016|

By Jeffrey R. Wolfe, Vice President and Manager, Estate Planning Strategies and Affluent Client Services

At year end, many enjoy giving gifts to loved ones. For those that may face a potential federal or state estate tax, making annual gifts may help save on those taxes in the long run. Under federal law, every person can […]

National Tax Security Awareness Week: Dec. 5-9, 2016

December 5th, 2016|

By Jeffrey R. Wolfe, Vice President and Manager, Estate Planning Strategies and Affluent Client Services

As the hustle and bustle of the holiday season is in full swing, it’s also common for some year-end tax planning and organization to be had as well. As you start to think about these tax items, take note that on […]

Year-End Financial To-Do: Retirement Plan Tips for Employers and Individuals

December 5th, 2016|

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

With the holiday season here, many of us are shopping for our loved ones or planning a festive party with friends—but this time of the year is also a great opportunity for both retirement plan sponsors and individuals with retirement accounts to finish 2016 strong…while […]

The Haves and the Half Knots

November 28th, 2016|

By Pete Biebel, Vice President

The major averages all gained about another 1.5% last week, pushing their cumulative increase of the past three weeks into the 6-7% range, and, as you may have heard, lifting them to record high levels. While a rising tide typically lifts all boats, the post-election flows have been considerably more selective. […]

Trump and Circumstance

November 21st, 2016|

By Pete Biebel, Vice President

With the commencement of trading last Monday, the stock market and interest rates both continued their march higher. Small cap stocks took the honors again with the largest gain for the week. The Russell 2000 Index (RUT, +2.88%) graduated to its highest level ever, finally surpassing its 2015 peak. Among the […]

Hey Luuucy, You Got Some Splainin’ To Do!

November 14th, 2016|

By Pete Biebel, Vice President

What just happened? Trump beat Clinton and the market rallied! I think it’s the Cubs baseball team’s fault—winning the World Series apparently transported the world into a new space/time continuum.

The old National Public Radio (NPR) weekly “Car Talk” show had a segment called “Stump the Chumps.” The pre- and post-election market […]

Two Wrongs Don’t Make ‘em Right

November 7th, 2016|

By Pete Biebel, Vice President

Two misconceptions have been swirling in the financial media recently. The magnitude and the regularity of last week’s market sell-off makes these theories plausible, but the popularity of these delusions doesn’t necessarily make them accurate. The convenience of these notions may give the impression of credulity, but it may also mask […]

Same Old Grind, Same Old Ground

October 24th, 2016|

By Pete Biebel, Vice President

Following the pattern established earlier in the month, the market averages ground through the week in narrowing ranges. Again last week, most of the volatility was confined to opening gaps fueled largely by individual stocks reacting to surprising earnings reports. Again last week, some large swings in currency valuations also produced […]

Proposed Regulations Could Affect the Value of Your Family Business

October 20th, 2016|

By Jeffrey R. Wolfe, Vice President and Manager, Estate Planning Strategies and Affluent Client Services

If you’ve built a successful family business then you probably recognize how difficult it may be to pass that business down to the next generation. According to research, nearly 70% of family businesses fail to survive through the second generation, and […]