Johnson
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By Ryan Martin & Lauren Hunt, Senior Advisors What is the right percentage of stocks, bonds, and other investments I should have in my investment portfolio? This is one of the most important questions each…
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By Ryan Martin & Lauren Hunt, Senior Advisors The stock market is off to a rocky start in 2022. After rewarding investors with strong growth during the past several years, the Standard & Poor’s 500…
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By Moneta Advisor Lauren Hunt Review your withholdings If you discover that you withheld too much or too little the previous year and you expect your circumstances to be similar for the current year, you…
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By Lauren Hunt, Moneta Advisor With year-end quickly approaching, taxpayers still have a few months left to plan ahead with strategies that could provide meaningful tax savings. Increase your 401(k) contributions For the 2021 tax…
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By Ryan Martin and Lauren Hunt Substantially Equal Periodic Payment Plans… that is a “mouthful” of a strategy, but the details of such planning don’t have to be complicated. Tax-deferred accounts such as IRAs provide…
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By Lauren Hunt, Moneta Advisor If you have a 401(k) plan, you are familiar with the benefits afforded by these popular retirement accounts. They are a great way to set aside earnings into investments that…