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Tag: year-end financial tips

Top Financial Tips to Year-End

This year-end is a very unusual one. Not only will the presidency be changing in early 2017,  but Congress will now join the party in power for the first time since the 2008 election and 111th Congress. That means for the most part, any legislation that passes Congress will likely be signed into law by the president. Before you dismiss this as a political post, read on. Because Speaker of the House, Paul Ryan, has been in power for several […]   Read More
Paul's Insights
Date: December 21, 2016
Paul Schatz, President, Heritage Capital

Three Last Minute Year-End Tips

As Kenny Loggins wrote, “Make no mistake where you are. This is it.” The last day of the last week of the last month of the last quarter of the year. 2015 will soon be in the books and it will go down as a year where the stock market was down a little and the bond market was down more while commodities were down huge. As I sit here finishing up my final blog post and newsletter of the […]   Read More
Paul's Insights
Date: December 30, 2015
Paul Schatz, President, Heritage Capital

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