New Tax Rule on Payment Apps Like Venmo and PayPal

Tax Planning

Information has circulated the internet about payments made through mobile money applications such as Venmo, PayPal, Cash App, etc., being taxed starting January 1, 2022. To clear up any confusion, we wanted to make sure you understand the rule and how it may or may...

Tax Loss Selling

Investing, Retirement Planning, Tax Planning, Videos

 Tax Loss Selling: How To Keep The IRS Out Of Your Pockets Kevin Conard, CRPC®, shares how you can keep the IRS out of your pockets and save money with Tax Loss Selling in this quick video.   Video Transcription: Hey, my name is Kevin Conard. If you’re...

Repairing Your Investment Portfolio Amid COVID-19

Investing, Retirement Planning, Videos

 Repairing Your Investment Portfolio Amid COVID-19 In these uncertain times, we know investment performance can weigh heavily on your heart and your future. That’s why we created this 3-minute video about how rebalancing your investment portfolio can help...

Always Tell Me the Odds

Investing, Tips and Tricks

Traditions are very important to our family They’re a fun way to build excitement and memories together, especially with two kids in the house. One of our more recent traditions involves seeing all the new Star Wars movies when they come out, including the newest...

The Worst Way to Pick a Mutual Fund is Often the Most Popular

Investing, Tips and Tricks

It’s all in a name. Until, well, it’s not. Imagine this: You sit down to select a mutual fund to invest in, and after looking over a few options, you select the one with the word “preservation” in the description. Why? Well, it says “preservation” and, with the market...