Expert Articles
Welcome, 2021! Your Arrival is Greeted with Open Arms
Some years teach us more than others; 2020 was certainly one of those years. And if the first couple of weeks of this year are any indication, 2021 will be very enlightening as we recover and respond to all the changes last year required. From health to business to politics, these challenges have led to many questions. As they relate to markets and economies, Slaughter Associates President and CEO, Brooks Slaughter offers the following assessment of where things stand and the likely path we'll follow in 2021.
Read More »How Presidential Cycles Impact the Markets
Every four years it seems we get to participate in “the most important election in history.” According to politicians in both major political parties, this year will be no different. Certainly, the global pandemic puts a unique spin on the 2020 presidential election, but history can still serve as a reliable guide in projecting market reactions regardless of who wins.
Read More »Starting a Financial Conversation with Your Children
Young adults just getting started in their careers often struggle to understand the importance of investing early; not to mention the logistics of how to invest. In many cases, a simple conversation with parents is the best place to start. Here are some points to keep in mind along with some tips for guiding such a conversation.
Read More »Q&A on Health Savings Accounts
In our second issue of On Course, Darby addressed the benefits of Health Savings Accounts – many of which extend beyond the obvious purpose of paying for medical expenses. However, there still remain many questions readers likely have regarding when and how to use and take advantage of HSA's. This follow-up piece should help answer many of those questions.
Read More »Tax Tips Ahead of the 2019 Tax Deadline
To make sure our clients take advantage of every opportunity to reduce their taxes, we've compiled this list of potential actions that you may still be able to take before filing your 2019 taxes. Where applicable, these steps will help ensure you leave nothing on the table.
Read More »SECURE Act Paves Way for Better Access to Retirement Plans
Passed in December of last year, the SECURE Act has loft goals of increasing access to workplace retirement plans for millions of workers, and the provisions reach farther than near term retirement strategies and lifetime annuity programs. With that in mind, this article addresses some of the other noteworthy provisions that may affect workers and business owners.
Read More »Tax Planning To-Do's to Meet 2020 Deadlines
As we close out the year 2019, here are some planning tips to keep in mind ahead of your 2020 tax deadlines.
Read More »Is It Time to Give Yourself a Break and Consolidate Your Investment Portfolio?
After spending decades building wealth, there comes a time that high net worth individuals and families should take a close look at their investments to determine what can be simplified and consolidated. Such measures make it significantly easier to manage assets during the wealth distribution phase of your life, along with other benefits. Here are just some of the ways various accounts, investments, and other entities can be consolidated to simplify your life.
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