Blog

Source: S&P data © 2019 S&P Dow Jones Indices LLC, a division of S&P Global. All rights reserved.

By: Shelby Clements, CPA, CFP® and Matthew Jachimiak, CFA, CAIA

By Shelby Clements, CPA, CFP^Ⓡ and Tylor Seaman, CFA, CFP®

Recently, Redfin asked our advisors to think of creative solutions to help first-time homebuyers save for their down payment.

By Shelby Clements, CPA, CFP®

With several individual retirement account (IRA) options available to investors, it’s important to understand how each IRA works and which is most appropriate for you. In this piece, we’re going to dive into the Backdoor Roth IRA conversion.

By Tylor Seaman, CFA, CFP®, MBA and Shelby Clements, CPA, CFP®

By Matt Jachimiak 

By Matt Jachimiak

If you have been curious about Opportunity Zones, you aren’t the only one. We’ve been researching this topic too and felt it important that we share some helpful knowledge to our clients as well as any investors considering this as a potential investment.

We wish you a joyous holiday season and thank you for the trust and support you have shown us throughout the year.  In the spirit of gratitude and giving, we have made a donation to the Central Texas Food Bank.

As the end of the year draws near, the last thing anyone wants to think about is taxes. But if you are looking for ways to minimize your tax bill, there's no better time for tax planning than before year-end. That's because there are a number of tax-smart strategies you can implement now that will reduce your tax bill come April 15.