Cassady Schiller Wealth

October 30 , 2019 | Posted by Emilie Schwarz |

Recessions: Breaking Down the Buzz

If you’ve listened to the news the past two years, you may have heard speculation on when the next recession will be. Commentators are looking for signs as to when the recession will start and making predictions for how it will impact the markets. Since recessions are notoriously hard to forecast, that means a lot…

December 18 , 2018 | Posted by Marc Wambaugh |

Why Should You Diversify?

As 2019 approaches, volatility has returned to the stock markets.  With that volatility comes a feeling of insecurity as investors watch their statement values go up and down.  During these times, the conventional wisdom is that diversification can help smooth out the ride.  However, US stocks have outperformed non-US stocks in recent years.

For the…

August 14 , 2018 | Posted by Whitney Hurtt |

Should You Revisit Your Estate Plan?

The Tax Cuts and Jobs Act (TCJA) increased the exemption amount for the individual estate, gift, and generation-skipping transfer (GST) tax exemptions to almost $11.2 million (double this for married couples). To put it more simply, individuals can pass assets to heirs up to $11.2 million during their lifetime or at death without triggering any…

July 13 , 2018 | Posted by Brad Schueler |

Tax Planning and Your Investment Portfolio

Summertime is back upon us and brings with it a break from school for families, summer vacations, and generally a more relaxed pace of life.  The stock market has gotten off to a volatile start this summer.  Market volatility can lead to rebalancing of a portfolio, which may, however, lead to tax consequences from capital…

April 27 , 2018 | Posted by James McGrath |

Rough Seas Ahead, Should you Change Course?

As most everyone knows, the past few months have seen volatility return to the investment markets.  2017 was a historic year for the S&P 500 (500 largest US companies) where the index was positive every month of the year with the number of 1% moves experienced (up or down) only being eight. We’ve now had…

March 21 , 2018 | Posted by Marc Wambaugh |

Should You Establish a Donor-Advised Fund?

Many taxpayers around the country have given to charity for years and the tax deduction associated with those donations was an added bonus.  However, with the sweeping new tax law changes that took effect in January 2018, some taxpayers may no longer receive a tax benefit for donations.  The new standard deduction is $24,000 for…

November 3 , 2015 | Posted by Mike Clark |

Jim McGrath Joins Cassady Schiller as Partner

Cassady Schiller is pleased to announce that Jim McGrath has joined the firm as a partner in both Cassady Schiller CPAs & Advisors, and CSA Financial Advisors. Jim joined Cassady Schiller in September 2015 and brings nearly 30 years of experience in the wealth management and public accounting industries. Jim prides himself on using a…

August 6 , 2015 | Posted by Mike Clark |

Volatility and Why It Matters

What is “volatility”? The definition is, “a statistical measure of the dispersion of returns for a given security or market index. Volatility can either be measured by using the standard deviation or variance between returns from that same security or market index. Commonly, the higher the volatility, the riskier the security.”

That was a mouthful.…

July 28 , 2015 | Posted by Mike Clark |

Understanding Greece and the European Debt Situation

For the past several weeks, attention has focused on the debt crisis plaguing Greece and the contentious negotiations with its creditors. The situation in Europe is probably affecting your portfolio to some degree right now. But how can the problems of a country so small and so far away create such turmoil in the world’s…

February 4 , 2013 | Posted by Mike Clark |  |

Buffet vs Hedge Fund Bet

What’s the best way to invest? We thought you might find the attached article interesting, because it speaks to the investment strategy we have been following for years and it reinforces what we teach our own clients.

The article highlights Warren Buffett’s bet against hedge funds.  The bet started in 2008 and is currently five years…