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Keep informed about what is going on with our company and the rest of the financial world. We're working daily to ensure we're offering our clients valuable and relevant services. Check out our archive below and learn what we're doing on your behalf.
Social Security Statements & Earnings Records
| May 14, 2012You may have noticed that the Social Security Administration didn't mail you a copy of your Social Security Statement
Ohio shale owner oil and gas royalty interest?
| May 14, 2012 Ohio shale landowner royalty of $844,000/year?
Answers to Questions about Dealing with the IRS
| May 10, 2012Navigating the IRS bureaucracy can be challenging for many taxpayers.
Effect of Delaying Social Security on Portfolio Longevity & Expected Lifetime Benefits
| May 8, 2012 Thoughts on "How Social Security Claiming Decision Affects Portfolio Longevity" and "Value of Delaying Social Security Benefits".
When Taking Social Security at Age 62 Makes Sense
| May 1, 2012When to start taking social security benefits can be a complex decision, and this short synopsis only scratches the surface on such a broad and important topic.
Keywords: social security, survivor benefits
Will your internet get 'shut down' in July?
| April 25, 2012Will your internet get 'shut down' in July? Maybe, if your computer is infected with a particular virus.
Per-acre oil & gas bonus payments $3,900 in Trumbull County, Ohio
| April 25, 2012BP’s invests $331M in 84,000+ acres of Trumbull County Ohio Utica shale drilling rights.
Wealth Building Seminar Series
| April 20, 2012Next Tuesday, April 24th, from 7:00-8:30pm at Ashland University Convocation Center, we will continue the third session in our Wealth Building Seminar Series with an event titled, “Leaving a Legacy: The 4 Best Ways to Transfer Assets to Your Kids.”
Client Expectations
| April 20, 2012Part of being an investment advisor is managing client expectations. For example, throughout the last bear market in 2008 and 2009,
Keywords: financial advisors, investments
Why is north central Ohio attractive for utica shale plays?
| April 7, 2012 Why is north central Ohio attractive for utica shale plays? Check the utica depth charts of Ohio vs Pennsylvania!
Where is the oil in Ohio? A map.
| April 4, 2012Increased production drives down natural gas prices. New drilling targets oil and "wet gas". Map shows Ashland area is attractive.
Devon oil and gas well in Lodi
| April 2, 2012 Sunday, April 1, 6PM Lodi, Ohio oil and gas well drilling activity. Typically once started, drilling continues 24/7.
Keywords: fracking, oil and gas
Reports this week on Ashland county Ohio oil and gas leases
| March 30, 2012Recent lease signings in Ashland county Ohio. One landowner signed for $1,000 an acre. Others for $800 & $100. One with ANNUAL smaller lease payments.
Old mineral leases, horizontal drilling and the "through and under" clause
| March 26, 2012Legal precedents set in Ohio lessor/lessee relations. See this article where judge interprets "through and under" clause...
Charles Schwab Mobile Apps for iPad and Cell Phones
| March 19, 2012Check out Schwab's latest innovations for technology on the go.
Ohio gas pipeline plans,
| March 19, 2012Chesapeake Energy plans pipeline system in Ohio. Drilling completed by Devon Energy on an Ashland county well. Renewal of Ohio continues
Wealth Building Seminar Series
| March 16, 2012Wealth Building Seminar Series, Saving for Life: Growing and Protecting Your Savings.
Sale Of Mineral Leasehold Ineligible For Domestic Production Deduction
| March 8, 2012IRS Chief Counsel memo says sale proceeds of mineral leases not qualified for Domestic Production Activities Deduction.
Payroll Tax Cut Extended through 2012
| February 20, 2012As expected, the 2% payroll tax cut reducing the employee portion of social security tax from 6.2% to 4.2% of wages has been extended through the end of 2012.
Corporate Tax Change which Could Impact Your 2011 Business Tax Return
| February 17, 2012During 2011 Congress made many changes to the corporate tax laws. The New Hire Retention Credit is one which might affect your small business and should be considered
2013 Budget Proposal Includes Several Tax Reform Proposals
| February 14, 2012President Barack Obama’s 256 page budget proposal for fiscal year 2013, released just Monday, includes several tax reform proposals ranging from
An Update on 1099 and W-2 Changes
| February 10, 2012The more the IRS “simplifies” things to help in detecting the underreporting of income and gains, the more important it becomes for you as taxpayers to make sure the income that’s being reported is accurate and free of errors.
Worry-Free Retirement
| February 3, 2012For most people, retirement is a big deal and a major decision. There are 3 Levers you control
Why Investor Behavior is the Most Important Thing
| February 2, 2012Long term investing is difficult, but not for the reasons you might think.
Big decision-take Social Security early or wait!
| February 2, 2012Different aged spouses retirement ages can have a large impact on the expected payouts from Social Security. The best strategy is not always obvious.
Super Bowl.... or Super Bore??
| January 27, 2012As the nation prepares for one of the world’s most popular sporting events, one has to wonder if this year’s game can live up to its anticipated hype.
Where's My Refund?
| January 27, 2012Tax season is upon us, and many taxpayers will be looking to get their returns filed early in hopes of receiving a refund from Uncle Sam or the state.
How Crazy Can Per Acre Values for Oil & Gas Shale Mineral Rights Get?
| January 20, 2012How crazy can per acre values for oil and gas shale mineral rights get? Bloomberg 1-9-2012 article recaps some recent deals.
Utica Shale Value Implications
| January 20, 2012A January 3, 2012 Wall Street Journal article discusses the following: Chesapeake Energy is one of the largest gas producers in the Marcellus Shale formation. What are the value implications for the Utica shale which stretches further west in Ohio?
Payroll Tax Cut Extends into 2012
| January 11, 2012The payroll tax cut, resulting in the employee portion of social security tax being reduced from 6.2% to 4.2% of wages, has been extended.
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