by admin | Feb 7, 2022 | Archives
By Bill Sigrist, Operations Manager Some 1099 tax forms for non-IRAs were made available as early as late January 2022. In many cases non-IRA 1099’s may be posted mid to late February into early March. TD Ameritrade will be posting additional 1099’s online on February...
by admin | Jan 24, 2022 | Archives, View on Market
By Ryan Turbyfill, MBA Financial Advisor The market woke up on the first trading day of the year, January 3rd with a massive hangover from 21 months of indulging in low interest rates, easy monetary policy, and massive amounts of cash in the economy. The Federal...
by admin | Dec 7, 2021 | View on Market
By Ryan Turbyfill, MBA Financial Advisor It has been a wild 21 months for us all, including the stock market. We sit near all-time highs which in March of 2020 we would have been ecstatic even if the market just returned to pre-Covid levels but would have...
by admin | Nov 8, 2021 | Archives, Retirement
Capstone Investment Financial Group IRS just announced increases to retirement plan contributions for 2022. Some didn’t increase, others did slightly. Below are the increases per the IRS increase for 2022: *Depending on Defined Contribution (401k), higher limits maybe...
by admin | Oct 18, 2021 | Restylement
Restylement \rē stīle ment\ verb : an instance of reshaping or rearranging what you do and how you do it. Often referring to life and taking into account the time you have, money, and significance. — see also take control, change directions, retire, choose...
