As I write this on March 5, 2020, COVID-19 is causing waves in global economies and markets. Over the last eight trading days, the S&P 500 sold off by more than 3% on four days but also bounced back sharply, … Continue reading 
The financial markets are taking a big dip this week over fears about the spreading coronavirus, erasing gains from earlier this year. You may understandably be nervous about your money and your family’s health. Below are a few key items … Continue reading 
We wrote in July 2019 that a bill known as The SECURE Act was likely to become law since it is one of the only things Congress had bipartisan support for these days. This legislation has become law as of … Continue reading
My name is Tyler Emrick, CFP®. I am writing a story about my journey since 2007 as a financial advisor. In the beginning, I didn’t know what I didn’t know. I am in a position now where I can reflect on my … Continue reading
Tax season can be a very busy time of year, and therefore we wanted to provide you the specific details regarding the Form 1099 tax reporting schedule to help you plan ahead. The schedule of delivery of tax reports is … Continue reading
