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By Colleen M. Henes, CFP®, JD
Happy Tax Day! As tax season comes to an end, so do my weekly tax tips. I hope you have found them helpful and relatable. If you ever have a tax question, please do not hesitate to reach out to me at any time. No question is too small. Now it's time to celebrate!

By Chad E. Hassinger, CFP®
Chief Executive Officer

Stephen J. Barrett recently earned the Certified Private Wealth Advisor® Certification, which is an advanced professional certification for advisors who provide the breadth of specialized skills required to meet the needs of high-net-worth clients. Mr. Barrett is a partner at Strategic Financial Group, LLC and serves as Vice President of Wealth Management.

By Bradley J. Rathe
Chief Investment Officer

The US jobs report reported weaker numbers than expected but many attributed the lower number to extreme weather during the month. In contrast, hourly earnings moved up by a strong .3%.

By Colleen M. Henes, CFP®, JD
Financial Advisor, Advanced Planning

Are you employed and have a home office or significant unreimbursed business expenses such as travel costs, union dues, professional licenses/subscriptions, or continuing education fees?

By Pamela A. Martin, AIF®
Financial Advisor

Increased volatility in the market has brought risk to the forefront of investors’ minds. Have you considered the difference between volatility and risk? Does volatility always equal risk?

By Bradley J. Rathe
Chief Investment Officer

Stocks rallied on the final day of the first quarter, however finished the quarter lower for the first time since 2015. The main concerns are with tariffs and technology.

By Colleen M. Henes, CFP®, JD
Financial Advisor, Advanced Planning

Do you know if you can contribute to a traditional IRA this year (or for 2017)? If you have taxable compensation and you are under age 70 1/2, then the answer is “yes”!

By Steven M. Gronceski, CFP®, AIF®
Vice President of Wealth Management

US Jobs were strong and inflation fears subsided. The Payrolls were more than 100k above the 205k consensus. Conversely, with the strong jobs report average hourly earnings only rose .1% versus .2% expected.

By Bradley J. Rathe
Chief Investment Officer

Stocks fell last week on escalating tariff talks with China. The US is looking to put forth $60 billion in tariffs on Chinese goods and China is expected to retaliate against US agricultural goods.

By Colleen M. Henes, CFP®, JD
Financial Advisor, Advanced Planning

Are you afraid that your tax preparer may file an extension for your taxes? Don’t be! Extensions are quite common and can be requested for any reason (in fact, you don’t even have to give a reason).