by Jay Chapman | May 31, 2023 | Uncategorized
IRS Form 1099 is used to report various types of income received by individuals or businesses. Its purpose is to inform the IRS about income that may be subject to taxation. If you receive a Form 1099, you are required to report the income on your tax return. There...
by Jay Chapman | May 31, 2023 | Uncategorized
Congratulations! Your child just turned 18 and is a legal adult. While you’re undoubtedly thinking about college, jobs, and life after high school for your child, you also need to consider some legal documents that are not necessarily intuitive when...
by Jay Chapman | May 31, 2023 | Uncategorized
Do you own shares of Berkshire Hathaway? You probably do. And you might know that Warren Buffett (perhaps the most successful investor ever) is the CEO of Berkshire and manages it conservatively. Berkshire owns a broadly diversified collection of more than 100...
by Jay Chapman | Mar 26, 2020 | Uncategorized
Our world is a particularly scary place right now. The efforts to prevent a health pandemic are turning into an economic pandemic. For the foreseeable future, business activity will decrease, companies will fold, unemployment will rise, and...
by Jay Chapman | Mar 18, 2020 | Uncategorized
Uncertainty is the theme of the moment, but you can be certain that we are watching your investments closely and are available for you. We are maintaining normal business hours while following the CDC’s recommendation to socially...
by Jay Chapman | Mar 18, 2020 | Uncategorized
You have probably seen some alarming reports about the coronavirus sickening thousands and spreading from China. Many clients have expressed concern about their portfolios. We feel terribly for those impacted by the virus and are closely monitoring the situation;...