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Congrats Daniel Czulno!

Congrats Daniel Czulno!

I have had the privilege of serving alongside Daniel since 2009 and there is no question Joule wouldn’t be where it is today without his talents and tireless work ethic. While internally we’ve always been well aware of his excellence, it is nice to see him gain...
Taxes and Firm Update

Taxes and Firm Update

Taking a break from the relevant news of the day, I wanted to take a moment to discuss taxes as well as an update on the Bluespring partnership. 1099’s are now out from Charles Schwab. If you do not want to wait for the mail and have yours e-mailed directly to you,...

Advanced Child Tax Credit

Did you miss the June 28th unenrollment deadline for the advanced child tax credit payments? If you did, do not be alarmed. Social media has been buzzing lately over these advanced payments and what they could mean for your overall tax picture. The advanced child tax...
CNBC – Halftime Report

CNBC – Halftime Report

Quint returns to Trading Nations to first discuss Netflix and then take a look at 2018’s biggest losers that turned into 2019 winners. Why this investing pro says Netflix is a disaster from CNBC. Worst to first: How to play 2018’s biggest losers that...
CNBC – Halftime Report

CNBC – Halftime Report

Quint returns to Trading Nations of CNBC to discuss Boeing and the transportation industry. Why these investing experts say stay cautious with Boeing shares from CNBC. This one group of stocks holds the transports rally in the balance from CNBC.
CNBC – Halftime Report

CNBC – Halftime Report

Quint comes back to Trading Nations to discuss concerns with China and some DOW stocks taking a downturn. Chinese stocks get pummeled as trade fears spike from CNBC. These Dow dogs could be about to bounce, traders say from CNBC.