Blog

Love is Bliss!

February 14th, 2018|

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

Happy Valentine’s Day! Are you and your significant other ready for a blissful retirement? Your Benjamin F. Edwards financial advisor can help you find out just how ready you are. Your advisor has access to a planning tool that can not only tell you your […]

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

February 13th, 2018|

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:

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VIX Tricks Stick Slick Cliques

February 12th, 2018|

By Pete Biebel, Senior Vice President

During the past week, I heard way too many cable business channel guests giving us their spin on the horrors of volatility.  VIX, the CBOE Volatility Index, is the hub around which such discussions rotate.  VIX was created many years ago as a gauge of the market’s consensus of expected […]

Wash-Out Hog-Wash

February 12th, 2018|

By Pete Biebel, Senior Vice President

The financial press is awhirl making up reasons for the steep decline in the stock market last week.  The major averages were all down by more than 5% for the week and that was with about a 1 ½% rebound on Friday.  One of the most popular myths is that […]

Market Update

February 9th, 2018|

By Pete Biebel, Senior Vice President

February 6, 2018

The recent market sell-off has been attention-grabbing, alarming and dramatic, but not unexpected.  Following a significant rally in 2017, stock indices began 2018 with an even steeper and record-setting rally.  As the January rally steamrolled higher, many measures of bullishness rose to extreme levels and many measures of […]

Some IRA Distributions Require Self-Reporting on Your Tax Return

February 9th, 2018|

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

With tax season in full swing, it’s that time of year when your daily trip to the mailbox likely includes tax form after tax form.  If you have taken distributions from an IRA, one of those forms will be Form 1099-R.   Receiving a 1099-R […]

Tax Tip Tuesday: More Time to Get Organized This Year

February 6th, 2018|

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

With the passage of the 2018 Tax Act, you may already have had your fill of tax-related news.  While many of us are still trying to understand what impacts the new tax changes have in 2018, don’t forget that we still have to file […]

What is New with Capital Gains?

February 6th, 2018|

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

While there are no changes to individual long-term capital gains rates which remain at 0%, 15% and 20%, there is a shift in how you determine your rate.  In prior years, it was based upon your marginal tax bracket.  Starting in 2018, it is […]

Kiddie Tax Now Subject To Trust Tax Rates

February 1st, 2018|

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

If you have children with investment income, be prepared for the “kiddie tax” rule change in 2018.  Although this change did not get as much attention as some of the other individual tax changes, the revamp of the kiddie tax rules could be significant […]

Uber Exuberance

January 29th, 2018|

By Pete Biebel, Senior Vice President

The 2018 awesomest-market-ever rally continued to hit new heights last week.  The Dow Jones Industrial Average (DJIA) and the NASDAQ Composite Index (COMP) each tacked on a little over 2% for the week, bringing their year-to-date gains to a 7.7% and 8.7% respectively.  The S&P 500 Index (SPX) was the […]