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From monthly archives: May 2018

We are pleased to present below all posts archived in 'May 2018'. If you still can't find what you are looking for, try using the search box.

Changes You Need to Know – Decoding the Tax Law

Changes You Need to Know – Decoding the Tax Law
By: Chris Hostetler You know the income tax code has changed for 2018, and you may have a vague idea of the impact to your situation.  Most taxpayers are getting offsetting doses of positive and negative adjustments, and it is time to start thinking about some of the details and the planning implications. To help our clients start thinking about their personal situations, we hosted an educational event a few weeks ago to highlight some of the major changes in the new tax code.  In today’s post, we have a brief recap of the presentation for those who weren’t able to join us.  (This will also help those who attended but were too focused on the appetizers and mint juleps to pay attention.) First off, much thanks to our presenter, Tyler De Haan, Director of Retirement Services at Principal Financial Group.  Tyler compiled and presented this information at our request. And to get the ever-important caveat out of the way – we are NOT tax advisors or CPAs.  We e ...

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Hilltop Market Update 2nd Quarter 2018

Hilltop Market Update 2nd Quarter 2018
  Hilltop Market Update, May 2018 Video Transcript David Wise (DW): Hello, and welcome to Hilltop Wealth Advisors’ 2nd Quarterly Market Update and Outlook.  I’m David Wise and with me today is Ben Yeager. Ben Yeager (BY): Thanks, Dave.  Glad to be here. DW: So, our last update came in the middle of the stock market correction that we saw in February, where the S&P 500 actually dropped 10% from its peak and I think it is easy for us to forget that prior to that for 24 months straight, we had really solid smooth markets. The volatility that we’ve seen has been persistent and Chris and Rusty, I think, did a good job of highlighting that last time in our quarterly update.  We think that is going to remain present going forward and that’s coming particularly from some of the headlines that we’ve seen around trade wars and interest rate increases with the Fed and that’s having a pretty large role in performance year to date.&n ...

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