by Lori Eason | Jun 16, 2016 | Market Related
The British people just voted to leave the European Union. In response, global stocks are staging a huge sell-off. Similarly, U.S. Treasuries rallied as investors sought safety. The short-term market response to the vote seems universally negative, but does that mean...
by Lori Eason | May 16, 2016 | Financial Planning
I read a quote that caught my attention today: “If you don’t have an estate plan, the state you live in will give you one.” I’m sure you’ve all heard that the famous musician, Prince, passed away suddenly in April, and this is exactly what will happen to him. With an...
by Lori Eason | Apr 16, 2016 | Quarterly Commentary
If you had vacationed on a remote island for the first quarter of this year and hadn’t read the news, you’d be inclined to think it was a pretty boring three months. The majority of the major U.S. stock averages finished the quarter within two percentage points...
by Lori Eason | Jul 15, 2015 | Tax Planning
In my line of work, I am often asked about IRA rollovers. Most commonly, clients have a 401k with a previous employer and are wondering what steps they need to take to remove their funds from the plan. Starting in 2015, the IRS now follows a stricter interpretation of...
by Lori Eason | Jan 1, 2015 | Tax Planning
April 15th? Maybe just another day of the year If it seems like every year preparing and filing your taxes has become more and more difficult, it’s because it has. There is probably no better proof of the need for tax reform than what most Americans have to go through...
