by Jay Chapman | Aug 12, 2024 | Uncategorized
Managing Risk How often do you look at your portfolio? We have clients who look at it every day and others that only check it quarterly. Volatile markets tend to make people a little more nervous about how their investments are performing, and we believe it causes...
by Jay Chapman | Jul 24, 2024 | Uncategorized
NFL Draft We must admit a guilty pleasure to you: We follow the NFL draft, when NFL football teams poke, prod, test, and time former college football players who seek to play in the league and earn the millions of dollars a year professional players are often paid. It...
by Jay Chapman | Jul 24, 2024 | Uncategorized
AVOID FINANCIAL PRODUCTS WITH SURRENDER CHARGES Wall Street creates financial products for one reason, to make Wall Street money. As investors we need to be aware that this is a common occurrence. We need to be smart about where we invest our money. Financial products...
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 thinking of...
