Tax Tip Tuesday: Give me back my refund!

February 28th, 2017|

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

The IRS has released its “Dirty Dozen” of leading tax scams. For the first time, “phishing” schemes have topped the list. In 2016 alone, phishing scams and malware incidents increased 400 percent (IR-2016-28). These scams are often designed to confuse taxpayers, […]

Tax Tip Tuesday: Ideas for Your 529 Plan

February 28th, 2017|

By Debbie Placke, Vice President, Manager, Financial Planning Marketing and Tools

Whether you have a 529 plan in place or are thinking about setting one up, here are some tax tips to keep in mind during tax time this year.

If you already have a 529 plan, start gathering your paperwork. If you have the following documents […]

Cracks in the Record

February 27th, 2017|

By Pete Biebel, Vice President

The market averages continued to skate forward last week, though at a noticeably more serene pace than in the previous week. The NASDAQ Composite Index (COMP) barely edged out last week’s mark and both the Dow Jones Industrial Average (DJIA) and the S&P 500 Index (SPX) glided higher by something between […]

Tax Tip Tuesday: Seven Questions to Ask Your Tax Preparer

February 21st, 2017|

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

Has your tax return gotten just too complicated to handle on your own? Or maybe you just don’t have the time to fill out all those forms. If you’ve decided to hire a tax pro, start the tax season off right by working effectively […]

Tax Tip Tuesday: Don’t File Your Taxes Too Early

February 14th, 2017|

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

Like most decisions, there are both pros and cons to filing tax returns early. In general, filing early works best for individuals with simple tax returns or perhaps those anticipating a refund. However, for many taxpayers there could be benefits to delaying their filings, including:


Waiter, There’s a Fly in My Soup

February 13th, 2017|

By Pete Biebel, Vice President

The new administration delivered just what the market had ordered over the last few days. On Thursday morning, when President Trump dished-up a pledge that he would serve up a proposal that would be “phenomenal in terms of tax” over the next few weeks, the market ate it up. The major […]

Tax Tip Tuesday: More Time to Get Organized This Year

February 7th, 2017|

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

It’s tax season! So for the next 11 weeks we’re here to help with our “Tax Tip Tuesdays.” The best place to start is by pulling your records together. And there’s good news for all of you procrastinators out there—this year you have a […]

The Flight of the Bumble Beginning

February 6th, 2017|

By Pete Biebel, Vice President

I believe the market is beginning to have second thoughts about the ability of the new administration to fly the economy to new heights. As President Trump is trying to get his agenda off the ground, many of the Republicans onboard are growing suspicious of the new pilot’s aviating skills. Is […]

Da Foist Week

January 30th, 2017|

By Pete Biebel, Vice President

The first week of the new administration will likely not be its last “foist week.” To “foist” is to apply pressure, coerce, or compel to accept something that may not necessarily be desirable. In his first week in office, some of President Trump’s many executive actions and pronouncements may have resembled […]

The Rest is Yet to Come

January 23rd, 2017|

By Pete Biebel, Vice President

The inauguration is done; the era of the Trump presidency has begun. The implications for the economy and the markets of Mr. Trump’s reign will only be realized over time. The market’s post-election reaction indicates that investors expect big changes and have already placed substantial bets on those companies and industries […]