Joel’s Published Column



Buckle Up, Buttercup!

Volatility & Risk Tolerance. Read Joel’s take on this topic here:


Roth IRA Conversion Strategies in 2018

A few reasons why this may be a good idea:


Strategies for the Cheerful Giver

To say that there have been a lot of changes in Washington could be the understatement of the decade, but one change that should be beneficial to tax payers in the short term is the new Tax Reform act that was passed by congress in December of 2017. Not only is this going to lower the corporate tax from 35% to 21% indefinitely, but it will also be lowering individual and joint marginal income tax rates as well. Read more about this here:

You Still Have Time

Tuesday April 17,2018: the last day that we have to file our income taxes on our 2017 individual earnings.


My Take

So many people I run into lately seem to be in a complete state of confusion regarding our current economy and the overall stock market. Read more on my take here: