BTA Blog

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…


What Should You Keep?

By: Elisabeth - November 1, 2018 - 11:37 am

What Should You Keep? Even with less itemizing, there are still tax documents you want to retain for years to come. Provided by Denise B. Barrows, CPA, CFP® & Philip G. Trostle, CPA/PFS, MBA   Fewer taxpayers are itemizing in the wake of federal tax reforms. You may be one of them, and you may be  Read more…


The Major 2018 Federal Tax Changes

By: Elisabeth - October 1, 2018 - 9:44 am

The Major 2018 Federal Tax Changes Comparing the old rules with the new. Provided by Denise B. Barrows, CPA, CFP® and Philip G. Trostle, CPA/PFS, MBA   The Tax Cuts and Jobs Act made dramatic changes to federal tax law. It is worth reviewing some of these changes as 2019 approaches and households and businesses refine  Read more…


Avoid These Life Insurance Missteps

By: Elisabeth - September 4, 2018 - 9:11 am

Avoid These Life Insurance Missteps Shop wisely when you look for coverage. Provided by Denise B. Barrows, CPA, CFP® & Philip G. Trostle, CPA/PFS, MBA Are you about to buy life insurance? Shop carefully. Make your choice with insight from an insurance professional, as it may help you avoid some of these all-too-common missteps. Buying the  Read more…