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    For Investors, Patience Pays Off

    By Todd Schanel, CFA, CPA, CFP® and Jackie Goldstick, CFP®April 18, 2016

    PATIENCE, n. A quality apparent among such lower life forms as snails and tortoises but rarely among humans who invest in financial assets. [Jason Zweig,…

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    Dividends Are Great, But Don’t Fall in Love

    By Todd Schanel, CFA, CPA, CFP® and Jackie Goldstick, CFP®March 16, 2016

    Investors seem to love dividend paying stocks. The appeal of these stocks rests largely on the idea that a dividend paying stock allows an investor…

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    Workshop: Behaving Your Way to Financial Success

    By Todd Schanel, CFA, CPA, CFP® and Jackie Goldstick, CFP®February 22, 2016

    When it comes to investing, we can often be our own worst enemy. That is because oftentimes, we allow our emotions to impact our behavior.…

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    Good Advice

    By Todd Schanel, CFA, CPA, CFP® and Jackie Goldstick, CFP®February 22, 2016

    Good advice is timeless … and timely. Good financial advice never goes out of style; its principles are permanent. Good advice must remain relevant in…

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    Reader’s Corner: The Devil’s Financial Dictionary

    By Todd Schanel, CFA, CPA, CFP®January 20, 2016

    The Wall Street Journal’s Jason Zweig offers a humorous, cynical and insightful look into the financial industry and the world of investing in his new…

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    2015 In Review

    By Todd Schanel, CFA, CPA, CFP® and Jackie Goldstick, CFP®January 18, 2016

    The financial press had a field day with headlines in 2015. In the fourth quarter alone, we were greeted with news stories about plummeting oil…

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    2016 Contribution Limits for Retirement Accounts

    By Jackie Goldstick, CFP®January 15, 2016

    Annual contribution limits for retirement savings accounts for 2015 and 2016, as established by the IRS, are listed below. Please keep in mind that contributions…

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    PATH Act of 2015 Makes Most Tax Extenders Permanent

    By Todd Schanel, CFA, CPA, CFP®January 12, 2016

    On December 18th, Congress and the President once again agreed to a deal on the tax “extenders” that had expired at the end of 2014…

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      • Secure Act 2.0:  Provisions Affecting ROTH IRA Accounts and What They Mean for You February 24, 2023
      • Secure Act 2.0 – Tax Planning Opportunities Related to Delayed Required Minimum Distribution Requirements February 9, 2023
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