Blog

Reading the Market

Reading the Market

Worth the read: These guys may not know where the market is headed, but their opinions are entertaining and informative, so here ya go!.... Strong dollar weighs on US results published by US Equities This Is a Flash Crash Waiting to Happen published by TheStreet Don’t...

read more
Running on fumes

Running on fumes

Are declining gas prices bad for the Markets? The past few weeks have seen an acceleration in the drop in the price of crude oil, with the expected contagion just beginning to work it’s way through the global financial system. At the closing bell last Friday, the...

read more
Want tax on that SUB?

Want tax on that SUB?

SUB and Severance Plans - Supreme Court Decision in Quality Stores Case Supplemental Unemployment Benefit Plans, (SUB plans), have been the focus of scrutiny for the past several months. Employers have been uncertain whether or not they could use SUB plans as part of...

read more
Some COLA for your IRA

Some COLA for your IRA

The IRS recently announced cost-of-living adjustments to the 2015 retirement plan contribution limitations. Although the COLA adjustments are incremental, the raised limits offer savers the chance to accelerate pre-tax contributions to many types of qualified...

read more
HIPPA-Harpooned Healthcare

HIPPA-Harpooned Healthcare

Have you heard of HIPPA? Congress enacted the Health Insurance Portability and Accountability Act (HIPPA) in 1996. The purpose of the law was to protect private health care information. So, what’s wrong with that? Sounds like the government was trying to protect our...

read more
Move over Rollovers

Move over Rollovers

Are Rollovers over or on their way out?  Consider the IRA One-Rollover-Per-Year Rule Beginning January 1, 2015. The IRS recently announced that beginning as early as January 1, 2015, taxpayers can make only one rollover from an IRA to another IRA in any 12-month...

read more
Is it over yet?

Is it over yet?

It’s been a wild ride over the last week in the markets, leaving many investors wondering if it’s over, or just beginning. With this question in mind, here are some quotable quotes from the last few days… The key question you need to ask yourselves is this: Have the...

read more

Search

Recent Posts

Categories

Thanks for visiting! I Look forward to hearing from you. -Chris
Chris set up a retirement plan that met our company’s unique requirements”
Kelly GilbertOffice ManagerTTS EngineeringHuntington Beach