Market commentary is intended for convenience, educational, and informational purposes only and should not be construed as individualized advice or recommendations. The discussions contained on this page are not a substitute for investment advice from a professional adviser. Readers should not use this content as the sole basis for any investment, financial planning, tax, legal or other decisions. Rather, a professional adviser should be consulted, and independent due diligence should be conducted before implementing any of the options referenced. While information presented is believed to be factual and up to date, SBK Financial, Inc. (“SBK”) does not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Due to various factors, including but not limited to changing market conditions, this market commentary may no longer be reflective of current opinions or recommendations. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. SBK is not a certified public accounting firm, however, certain clients can also engage SBK under a separate agreement for tax preparation and/or planning services through SBK representatives who are Certified Public Accountants.
Insights is a blog published by SBK Financial covering financial planning, investment management, tax strategies—and other information of interest to our clients and partners.
SBK Planning Series: By Tom Doyle
Family meetings have become a critical element to the success of families wanting to preserve their traditions, values and perpetuate a lasting legacy. Productive, structured meetings are sometimes thought to be financial only in nature...
SBK Planning Series: By Dean Williams
Keeping track of itemized deductions is a routine habit for taxpayers. But for the first time in over thirty years, itemized deductions were significantly revamped starting...
Navigating the New Tax Environment at Year-End: By Dean Williams
1. Year-End Planning for Individuals
2. Charitable Giving Strategies
3. Retirement Planning: New Developments
4. Estate Planning: Revisiting Your Plan