Is Your W-4 Withholding Accurate?

We all know that federal income taxes are withheld from our paychecks. But are you aware of the degree of control you have over how much is withheld? Here, we’ll discuss the importance of having an accurate W-4 holding, including how recent changes to the tax code present a unique situation for taxpayers in 2018. 

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Women to Watch: Help us find the next generation of female leaders

Nominations are open, and your participation can play into the bigger picture of advancing our industry

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Market Update for the Month Ending May 31, 2018

Mixed May for markets

U.S. equities and fixed income rallied in May while foreign stocks declined. The Dow Jones Industrial Average was up 1.41 percent, the S&P 500 Index gained 2.41 percent, and the Nasdaq popped 5.50 percent.

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Tax Planning Doesn't Stop on Tax Day

Studies show that a tax-efficient approach to investing can boost incremental after-tax returns

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Market Update for the Month Ending April 30, 2018

Markets start to spring back

U.S. markets rebounded in April after two turbulent months. The S&P 500 Index gained 0.38 percent, the Dow Jones Industrial Average was up 0.34 percent, and the Nasdaq Composite posted a 0.08-percent return. 

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Are You Making These Security Mistakes with Your Smartphone?

It’s tough to remember how we managed our daily lives without smartphones. How did we get around town without quick access to Google Maps? Pay our bills on time before we had credit card and banking apps? Or let someone know we were running late without text messaging?

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