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We have a new website! - Dec. 02, 2019

We have a new website!We are so excited to share our new website, designed by the amazing husband and wife team at THRIVE Creative. We believe it really exemplifies our firm culture and passion for helping others, as well as helps communicate our new services and focus. Looking for a new logo, branding makeover, or new website? We would […] read more

4 Financial Resolutions You Can Actually Keep - Jan. 01, 2020

Believe it or not, it’s 2020. You’re not just starting a new year, you’re entering a new decade. With this in mind, you might want to make some resolutions that focus on your finances. According to  Psychology Today, 80 percent of resolutions fail by February. If you’re thinking about dieting or eating better, this isn’t […] read more

Economic Correlation: Cyclical and Non-Cyclical Stocks - Jan. 01, 2020

A rising tide might lift all boats, but the same cannot be said for the economy. When the U.S. experiences robust economic growth, certain sectors of the stock market tend to rise while others hold steady or even decline by comparison. The stocks of companies that experience higher revenues are typically categorized as cyclical. In […] read more

How to Calculate and Analyze Return on Equity - Jan. 01, 2020

When it comes to evaluating a business, especially one that is publicly traded, determining its return on equity (ROE) is one way to see how it’s performing. What is Return on Equity? Return on equity is a ratio that gives investors insight into how effectively the company’s management team is taking care of the shareholders’ […] read more

2020 Tax Brackets, Deductions, Plus More - Jan. 01, 2020

Beginning on Jan. 1, 2020, the Internal Revenue Service (IRS) has new annual inflation adjustments for tax rates, brackets, deductions and retirement contribution limits. Note, the amounts below do not impact the tax filing you make in 2020 for the tax year 2019. These amounts apply to your 2020 taxes that you will file in 2021. […] read more