Tax Filing Errors to Avoid

The dawn of 2017 brings opportunities to create new resolutions or plans for the coming year — and also marks the beginning of tax season. While tax day on April 18th can seem far off, this year’s deadline will be here before you know it. As you start the process of gathering your tax documents and [...]

February 1st, 2017|

New Whitepaper: 2017 Tax Planning

We’ve all just gone through the holidays, travels, family gatherings, and more. And though life may still be busy, any free moments you can spare for a little tax planning will help you stay ahead in 2017. We’re happy to share with you highlights of tax planning tips. That way, you can create strategies today [...]

January 11th, 2017|

Stocks Down but Long-Term View Up

Weekly Update – November 7, 2016 I will get to the Market Commentary in a bit, but first: We owe all of you and big "Thank You!" We celebrated 7 years of business this past Friday, November 4th. We continue to be grateful for the trust you place in us and we renew our commitment [...]

November 7th, 2016|

S&P 500 at New High After Jobs Blowout

Weekly Update – August 8, 2016 Stocks bounced last week, ending sharply higher after a better-than-expected jobs report. For the week, the S&P 500 gained 0.43%, the Dow rose 0.60%, the NASDAQ added 1.14%, but the MSCI EAFE lost 1.41%. Among last week’s major events was a shockingly good July jobs report. Last month, the [...]

August 8th, 2016|

5 Estate Planning Questions to Ask About Real Estate

Preparing your estate in advance is one of the greatest gifts you can give your family. Many estates include real estate in the form of a primary home, vacation home, and other family properties. While inheriting a property can be a wonderful legacy, it also comes with obligations that heirs may be unprepared or unable [...]

August 7th, 2016|

Parsing the Fed Talk

The September Market Commentary was delayed by a week so that we could provide you with our comments about the important events that took place last week; specifically, Larry Summers removed himself from contention to be the next Federal Reserve Chairman at the beginning of the week, and the Federal Reserve released notes last Wednesday [...]

September 25th, 2013|

Market Commentary: September 2012

For the month of August, the Dow Jones Industrial Average rose 0.63%, the Nasdaq Composite rose 4.34%, and the S&P 500 rose 1.98%, all for their third consecutive monthly advance. Many of the meetings we have had with clients and prospective clients over the last month or so have shared two common questions.  Obviously, we [...]

September 5th, 2012|

Re-Post: Ten Ways to Teach Children About Money

A few years back, I found this fabulous blog by Alison Van Dyke, and each time I read it I'm reminded how current the ideas still are today.  She was a fee-only financial planner in San Francisco who worked specifically with new parents.  The ideas she posted are easy, fun, and best of all- help [...]

July 3rd, 2012|

Do You Qualify for FREE Money?

This Rare Credit Expires April 16th, 2012 Have you been considering making a change with your IRA?  Or do you have an old employer retirement plan just sitting around that you could rollover into an IRA?  Well, here’s one more reason to consider Chladek Wealth Management.  If you rollover an IRA or 401k/403b/457 to Scottrade [...]

March 7th, 2012|