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.

Stuff You Should Know: Real Property Taxes in Ohio

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.

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.

2017 Q4 Investment Report

Curious how the markets acted last quarter? Our chief investment officer, Jason Eliason, discusses the investment markets in detail and how the economy handled certain events in 2017.