Posts tagged tax refund
Don’t Blow Your Tax Refund

Syria! Tariffs! Mueller Investigation! Facebook under Fire! Corporate Earnings! All of these headlines have moved markets over the few weeks, leaving investors whipsawed and exhausted. If you’re keeping score, the Dow and S&P 500 are down slightly on the year (-1.5 percent and -0.7 percent, respectively), while the Russell 2000 and NASDAQ Composite are up (+0.9 percent and +3 percent, respectively).

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Lessons from Your 2017 Tax Return

Your 2017 taxes are done. Congratulations! But you’re not done yet. (Sorry) While you have all your tax forms and documents handy, this is the perfect time to analyze last year’s finances and use those insights to prepare for the big changes that will occur in 2018 and beyond. The sooner you get started, the sooner you can start planning that summer vacation!

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