The Periodic Table of Investment Returns is an extremely helpful tool used to illustrate key investing principles. There are various iterations, but generally shows investment returns for various asset classes, ranked from best to worst.
Posts Categorized: News
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.
Determining your property taxes may seem as simple as multiplying the value of your property by the millage rate, however, it is far from being that easy. Chris Olsgard explains why this is an important topic you should understand.
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.
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.