The H Group Salem Blog

Women's Worth | Free Financial and Estate Planning Seminar

Brenna Baucum - Wednesday, January 17, 2018

Our team of financial planners is special. We're diverse, we're experienced and we're of the belief that knowledge is power. Last fall, in partnership with Willamette Valley Hospice and Collier Law, I had the great privilege of speaking to a room full of intelligent women about financial planning. We had such a wonderful response that we're doing it again. Might you benefit from an evening of fun, food (and wine) and knowledge? Then join us. Read Entire Article Here

Key Numbers for 2018

Brenna Baucum - Friday, January 12, 2018

One (of many) drawbacks of the 24-hour news cycle is that we learn so much information that it clouds the brain. That was certainly true for our team of Certified Financial Planners as news drip, drip, dripped out about proposed changes to the tax code over the past few months. We found ourselves asking, "Was that in the final bill, or did it get eliminated when the House and Senate combined their versions?" So, it's with partially selfish motives that we put together this comprehensive list of tax changes that will go into effect this year. Read Entire Article Here

4th Quarter & Yearend Portfolio Review

Brenna Baucum - Monday, January 01, 2018

Happy New Year! We hope this note finds you happy, healthy and ready to take on 2018. We're happy to bring you our take on the last quarter of 2017 and a yearend portfolio review. Read Entire Article Here

Video: When Will the Bull Market End?

Larry Hanslits - Thursday, December 28, 2017

The market highs set in 2017 may have you a bit nervous. How much longer can the markets go up? Here's Larry's take.  Read Entire Article Here

Is Santa Real?

Brenna Baucum - Wednesday, December 20, 2017

This weekend, I ran into a couple of experienced mom's who shared some holiday advice. "Whatever you do, do NOT start the Elf on a Shelf thing," said one. The other added, "OR let grandma set up an expectation for huge gifts!" Another friend told me recently that she thinks her kids are going to need therapy after taking the ‘magic' of Santa, the Easter Bunny and the Tooth Fairy to new heights (she's truly impressive). This all has me thinking about how I'll handle these timeless rights of passage for my daughter.

 Read Entire Article Here

The Rise of Cryptocurrencies

Brenna Baucum - Monday, December 18, 2017

Last month, our team of financial advisors wrote about cryptocurrencies and bitcoins. We gave you an overview on the mysterious investment and highlighted some of the dangers. Today, cryptocurrencies are making headlines again. With exponential gains in bitcoins dollar price (currently over $18,000 per unit), coupled by the rollout of a futures market for the currency, many investors are intrigued. Market manias of the past have often centered on new products and niche investments. Without hindsight, its challenging to know whether a new investment is an opportunity, or a fleeting fad.  Read Entire Article Here

Reflections on a 35-Year Career

Brenna Baucum - Thursday, December 14, 2017

Ron and Kathy Kelemen retired on November 2, after 35+ years in the financial advisory business. Before they got too far down the retirement path, we interviewed Ron about his years in this industry.

 Read Entire Article Here

Getting Into the Holiday Spirit

Brenna Baucum - Friday, December 08, 2017

As a member of our Salem community, we are proud to support a number of deserving organizations, several of which come with the gift of beautiful music. If you're looking for an event to get you and your family into the holiday spirit, check out the schedule from one of our donees.

 Read Entire Article Here

Top 5 Ways Tax Reform Will Impact You

Brenna Baucum - Tuesday, December 05, 2017

Tax reform took a lurch forward over the weekend with both the House and Senate passing different versions of the bill. You’ll find a lot of similarities between the two: overall tax rates are lower for individuals and businesses, child credits are increased, itemized deductions are simplified. However, there is compromising to be done. The houses will now work to reconcile the differences between the two versions, ideally coming up with a single plan before Santa Claus comes to town.

 Read Entire Article Here

Finding the Best Way to Give

Brenna Baucum - Wednesday, November 29, 2017

For some of our client families, this time of year means tax planning. For others, we’re focused on how to help them complete the charitable resolutions they set back in January. In today’s blog post we discuss how to achieve both by comparing gifts through Qualified Charitable Distributions, appreciated stock or Donor Advised Funds. For families with a charitable heart and a variety of assets, cash may not be the most tax efficient way to support their charity of choice.  Read Entire Article Here


* Required





Subscribe to: The H Group SALEM Mailing List

Archive


Recent Posts