Dec 19, 2019
Listen in as Debra Taylor describes the pros and cons of various tax planning softwares her firm has been working with.
Dec 12, 2019
Advisor TalkingPoints: Prepare for client interactions with this month’s review. First we analyze the link between earnings and stock market performance, then consider 2019, recession talk, employment growth…and take a look ahead.
Nov 25, 2019
Listen as Debra Taylor explains the processes her firm uses as they identify tax planning needs, and the software she is excited to work with.
Nov 22, 2019
A new cybersecurity survey from Pew Research Center reveals just how much help the public needs with this topic. Plus, newborns are falling victim to identity thieves before they even get home from the hospital! Learn how to help parents protect their children. And, should you really give your doctor's office your...
Nov 14, 2019
Advisor TalkingPoints: Prepare for client interactions with this month’s look at market performance following rate cuts, a broad gauge of the economy, earnings, stock buybacks, and more.