BTA Blog

Six Most Overlooked Tax Deductions

By: Elisabeth - April 1, 2019 - 9:54 am

Six overlooked tax deductions to help you manage your tax bill. Provided by Barrows Trostle Advisors, LLC Who among us wants to pay the Internal Revenue Service more taxes than we have to? While few may raise their hands to voluntarily pay more taxes, Americans regularly overpay because they fail to take tax deductions for  Read more…


Set Goals as You Save & Invest

By: Elisabeth - March 4, 2019 - 8:45 am

Turn your intent into a commitment. Provided by Denise B. Barrows, CPA, CFP® Goals give you focus. To find and establish your investing and saving goals, first ask yourself what you want to accomplish. Do you want to build an emergency fund? Build college savings for your child? Have a large retirement fund by age 60?  Read more…


Managing Volatility through Diversification

By: Elisabeth - February 1, 2019 - 9:34 am

Shelley Schexnayder, Communications, Senior Advisor at 1st Global April 12, 2018 It’s impossible to time the market perfectly or completely avoid market fluctuations, and every year, there is significant rotation on which of the asset classes at right perform well or poorly. So how can long-term investors not only endure market fluctuations but plan for  Read more…


Staying the Course in the Face of Uncertainty

By: Elisabeth - January 2, 2019 - 9:34 am

By the Investment Management Research Group of 1st Global February 2018 When fear and uncertainty find their way into headlines, investors should ignore the herd and “stay the course.” While there is no magic formula for handicapping a stock market correction, it is not uncommon for resoundingly jubilant investor sentiment to precede a sudden spate  Read more…


How the Tax Reforms Will Take Effect

By: Elisabeth - December 3, 2018 - 10:03 am

How the Tax Reforms Will Take Effect Some of the impact of the Tax Cuts & Jobs Act will be felt later than January 1. Provided by Denise B. Barrows, CPA, CFP® and Philip G Trostle, CPA/PFS, MBA   President Donald Trump signed the Tax Cuts & Jobs Act into law on December 22, and on  Read more…