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Time to Identify Your Goals and Make a Plan
Posted on January 11, 2018 by David Swapp
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Wow! 2017 certainly went out with a flurry of activity. The market continued surging upward, the Federal Reserve increased the federal funds rate by a quarter of a percent and the senate and house passed a unified version of the Tax Cuts and Jobs Act that was subsequently signed into law by the President. This eventful finish capped a year […]

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We Start 2018 With a New Tax Plan in Place
Posted on by David Swapp
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Happy New Year! We start 2018 with a new tax plan in place. In December the senate and house passed a unified version of the Tax Cuts and Jobs Act that was subsequently signed into law by the President. The new plan revises the personal income tax brackets, increases the standard deduction, modifies several popular deductions and significantly reduces the […]

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November is a Time to Give Thanks for Many Things Including Investment Losses
Posted on November 21, 2017 by David Swapp
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While the Thanksgiving Holiday provides us a wonderful opportunity to enjoy the company of family and friends in an atmosphere of gratitude, one thing you should not forget to be thankful for are your unrealized investment losses. While this may sound strange, losses in your taxable portfolio may actually be of significant value to you. In order to unlock this […]

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What Happens to Me if Something Happens to You
Posted on August 17, 2017 by David Swapp
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Have you ever wondered what would happen to you if something happens to your financial advisor?  It’s not pleasant to think about, especially as an advisor, but what would happen if the proverbial bus were to finally catch up with your advisor?  In many cases this can be a very disruptive event for a client who has diligently planned and […]

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