Financial Focus – December 4th, 2019
Listen to this week’s Financial Focus as David Nelson discusses charitable giving and the impact on individuals, charities, and the community as a whole.
Week of 11/24/2019 through 11/30/2019
OVERVIEW After a shortened week of trading due to the holidays, the S&P 500 Index gained nearly one percent, as growth and small-cap stocks drove the U.S. stock market to new heights. The tech-heavy Nasdaq Composite did even better, gaining 1.71 percent. Developed...
Can’t See the Roth IRA Forest for the Trees
John Nelson joined Local 4 News This Morning to discuss tax planning and how to get the most bang for your buck in the final month of 2019.
Financial Focus – November 27th, 2019
Listen to this week’s Financial Focus as Nate Kreinbrink and James Nelson discuss end of the year tax strategies in both retirement and taxable accounts.
Give a Little Bit
David Nelson joined Local 4 News This Morning to discuss charitable giving, sharing an idea you’ll be able to implement before the year ends and explaining what kind of benefits are available when making a gift using this technique.