Curious how the markets acted last quarter? Our chief investment officer, Jason Eliason, discusses the investment markets in detail, as well as how the economy handled certain events.
Posts By: Jason A. Eliason, CFP®, ChFC®, CFA®
What’s The Future Of Social Security And Retirement Planning?
There have long been concerns about the financial sustainability of Social Security and Medicare programs. In June, Medicare and Social Security released their annual reports outlining current and projected financial statuses. Jason Eliason discusses important details from the reports and why you should not fret.
New Updates To 529 Plans Under TCJA
When the Tax Cuts and Jobs Act (TCJA) was signed into law, a subtle, but significant change occurred in the realm of education planning. While most of the news about TCJA was about corporate and personal income tax cuts, there was a provision related to Section 529 Plans.
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.
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.
