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Market Response to Russian Invasion of Ukraine

Market Response to Russian Invasion of Ukraine

Russia’s threats and invasion of Ukraine have upset global markets and driven them lower to start the year. Losses and volatility are typical when the future course of events is highly uncertain. However, what happens in the short term usually has little bearing on future market returns. Learn more…

How to Report a Cash and Stock Merger on Your Tax Return

How to Report a Cash and Stock Merger on Your Tax Return

First: Congratulations on the successful merger of Kansas City Southern (KSU) and Canadian Pacific Railway (CP). Second: It’s no fun to receive a surprise tax bill related to the December 2021 merger, so we’ll try to outline the specifics.

The Roth Rulebook

The Roth Rulebook

When preparing for retirement, it can be important to save money in different types of accounts to give you flexibility when it comes time to spend those funds. One of the most powerful and misunderstood types of accounts is the Roth. Learn more about the rules of Roth IRAs.

Generation 401(k)

Generation 401(k)

The 401(k) has only been around since the early 1980s. Widespread adoption took a few years, so we’re just now starting to see a generation of hard-working Americans who were in charge of their own retirement throughout their entire career. I call these individuals Generation 401(k).

When Can I Expect My Tax Forms?

When Can I Expect My Tax Forms?

We know there’s a lot to keep track of at tax time and we often get asked, “When will I get my tax forms?” Here’s a quick guide of roughly when you can expect to have your tax forms available from your custodian.