2018 Q1 Investment Report

Last quarter the markets were volatile and negative. There were several reasons behind these swings. Our chief investment officer provides insight on key points, which contributed to the market’s volatility.

Boring But Important: Congress Blesses Backdoor Roth IRA Contribution

Buried in the footnotes of the Tax Cuts and Jobs Act (TCJA) Conference Report was a boring, but important explanation: No longer will tax professionals debate the legitimacy of contributing to a traditional, non-deductible IRA and immediately converting it to a Roth IRA. 

Tax Cuts and Job Act of 2017: What It Means For You

This article focuses on some of the more common aspects of the TCJA, which are likely to impact the individual taxpayer. The TCJA is an extremely vast piece of legislation, focusing both on corporate tax law and personal tax law.