April 2, 2018

With the tax filing deadline quickly approaching (April 17th to be exact) there are only a few weeks left to make a contribution to your traditional or Roth IRA for 2017. As a reminder, the contribution limits have not changed. Individuals can contribute up to $5,500 unless you're 50 or older in which case the catch-up contribution is inc...

January 2, 2018

2017 was another impressive year for financial markets with returns surpassing 20% in the equity markets and positive gains from fixed income markets as well. Throughout the year, our team offered valuable insights into our continually changing economic environment in addition to financial and tax planning tips. As we look towards another...

December 18, 2017

With only about two weeks left in the year, Congress has yet to pass promised tax reform, though a bill does appear to be imminent. As of the date of this writing, the House and Senate bills have been ‘reconciled,’ and Congress is promising to send a bill to the president by Christmas. If this happens, there will be little time to react b...

November 3, 2017


 

As we move into the last months of 2017, aka tax planning season, we are faced with an unusual situation. Congress is debating the details of what could be one of the biggest changes to the US Tax Code in 30 years forcing many of us to make decisions this year despite the foggy future of the tax law. During this time of uncertainty, it...

September 19, 2017

We want to extend a warm thank you to everyone who attended our annual client appreciation event. Despite a rough game for the boys in blue, we had a great time. With more than 70 in attendance, Cedarstone had a proud showing. If you weren't able to attend this event, we invite you to join us for our next get together - our annual investo...

Please reload

Request a Meeting
Recent Posts
Please reload

Featured Posts