Browsing: Vintage News

Ten Times to Hire an Advisor:  #1

Ten Times to Hire an Advisor:  #1

When You No Longer Understand Your Tax Return Changes in income, savings, and even general life situations, like whether you rent or own your home, can have an impact on your tax return. And as life goes on, and the tax rules change, many taxpayers reach a point where they no longer understand their tax… read more

John Owens Earns EA Tax Designation

John Owens earned the tax designation, Enrolled Agent (EA) after passing three exams last year.  The designation is offered by the IRS and it allows him to represent taxpayers before the IRS.  The exams covered Individual Taxation, Business Taxation, and Representation and Practice before the IRS.  John will need to complete at least 72 hours… read more

Ann Arbor Area Scam Alert

The Washtenaw County Sheriff’s Department put out this alert yesterday: The Washtenaw County Sheriff’s Office has been made aware of a scam in our area that may sound as if it is official Washtenaw County Sheriff’s Office business. The scammer will call and leave a message for the victim, telling them that they have missed jury… read more

Investor Protection Rule Gets Trumped

Less than two weeks after taking office, President Trump directed the Department of Labor to review implementation of a new rule to protect investors.  The DoL’s fiduciary rule, first proposed in 2010, would require brokers, insurance agents, financial planners and others that give financial advice on retirement plans to put their client’s interests first. Wall… read more

Is it Time to Trust Brokers?

The big Wall Street brokerage firms/banks seem to run in a cycle of abusing their customers until there’s a crisis or crash and then facing additional regulation aimed at putting a stop to their less than ethical activities.  The more recent examples followed the dot com crash in 2000-02 when the NASDAQ stock index fell… read more

Advisors on the Road

With tax season over, most of our advisors headed off to various conferences.  Joe Henderson attended a small JP Morgan conference in Chicago that featured a number of high profile speakers including Tony Blair, James Carville and economist Austan Goolsbee. Todd Perry headed to Boston to hear from several portfolio managers and strategists at Fidelity… read more