Resources

The holidays are here! For mutual fund holders, that means it is time to fill your investment stockings with taxable dividends and capital gains! That’s

Charitable gifting can be a great way to support non-profit organizations that you care about and save taxes at the same time. Tax qualified deductions

It’s hard to believe that we’re three quarters of the way through 2022 already! However, if you diligently watched the stock market last month, you

In January 2022, Fed Chairman, Jerome Powell, acknowledged that the Federal Open Market Committee (FOMC) was behind in addressing inflation. Therefore, they set a plan

This week, the U.S. Federal Reserve Board increased interest rates for the fourth time this year with another three-quarter point, or 75 Basis Points (BPS).

The stock market is not for the faint of heart! However, those who have been through the Dot-Com bubble burst, the Great Recession, and the

June was a tough month for the stock market! The U.S. Federal Reserve Board surprised many with a three quarter point interest rate increase –

In this episode of the PFP Section podcast, Lyle Benson, CPA/PFS, interviews Akemi. She responds to a number of questions related to her work and life.

May was a hard month to digest. We saw stocks drop over 9% from peak to bottom in two-weeks, with a sudden rebound in the

As of this week, the Dow Jones Industrial Average (DJIA), a stock market index that tracks 30 large publicly traded companies, was down approximately 13%