New IRS Withholding Tool

As a taxpayer, were you disappointed by your 2018 tax return? Perhaps you found out that you owed taxes because your paycheck withholdings were insufficient. Or maybe your refund was smaller than you anticipated. Due to changes in tax withholding rates and limited deductions, the Tax Cuts and Jobs Act of 2017 created surprises like these for many taxpayers. Prior to the new law, taxpayers frequently received a refund due to excess withholding. 

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Market Update for the Quarter Ending June 30, 2019

Strong June leads to positive quarter for markets

June was a great month for stocks. The S&P 500 gained 7.05 percent, the Dow Jones Industrial Average (DJIA) returned 7.31 percent, and the Nasdaq Composite rose by 7.51 percent. We also saw gains for the quarter: 4.30 percent for the S&P 500, 3.21 percent for the DJIA, and 3.87 percent for the Nasdaq.

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A Solution to the Password Problem

Whether you’re looking to make a New Year’s resolution or you’re simply trying to implement some information security best practices, you would be well served to start using a password manager. Why?

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2019 Midyear Outlook: A Story of Headlines Vs. Fundamentals

At the end of last year, the big question was, “Will 2019 bring the end of the recovery?” All of the data seemed to point to an answer of “Not yet.” And so far, that answer still holds. The big picture suggests growth is likely to continue for the rest of the year, which should, in turn, support the financial markets. But there’s more to the story . . .

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Buy-Sell Agreements: What Every Business Owner Should Know

As a business owner, you focus your time and energy on the growth and daily operation of your business. Consequently, it can be challenging to find the time to think about its long-term future. But having a plan in place to ensure the continuity of your business should anything happen to you is essential. For many business owners, this plan involves setting up a buy-sell agreement. 

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Market Update for the Month Ending May 31, 2019

Markets Hit Turbulence in May

After four months of rising stock markets, we finally saw a decline in May. The S&P 500 declined by 6.35 percent, the Nasdaq Composite lost 7.79 percent, and the Dow Jones Industrial Average fell by 6.32 percent. Still, levels remain above where we were at the start of the year. 

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