What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1. #IncomeTax
GADDISANDGADDIS.COM
What Do Your Taxes Pay For?
Thinking about a prepaid debit card? Consider the pros and cons. #debitcard
GADDISANDGADDIS.COM
Weighing the Benefits of Prepaid Debit Cards
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
GADDISANDGADDIS.COM
How to Appeal Your Property Taxes
Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.
GADDISANDGADDIS.COM
Retiring the 4% Rule
Thought of the Week:
How much do you know about stocks?
GADDISANDGADDIS.COM
How Stocks Work
The CPI has shown low inflation since '09. Are your prices rising faster than the average? #Inflation
GADDISANDGADDIS.COM
Inflation & Your Money
Should gold be a part of your diversified portfolio?
GADDISANDGADDIS.COM
Should I Invest in Gold?
Thought of the Week
If you'd like to participate in emerging markets, what are your options? #EmergingMarkets
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Emerging Market Opportunities
Could your portfolio benefit from a zero-coupon bond?
GADDISANDGADDIS.COM
The ABCs of Zero Coupon Bonds
Surprises crop up every day, and they’re a great reason to work with us.
GADDISANDGADDIS.COM
Surprises
When was the last time you checked your credit score? #CreditScore
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How Does Your Credit Score Compare?
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases.
GADDISANDGADDIS.COM
Monthly Market Insights | October 2020
Thought of the Week
Learn more about whether you need to pay estimated taxes.
GADDISANDGADDIS.COM
You May Need to Make Estimated Tax Payments If…
Thought of the Week
The question everyone has: Will Social Security be around for you? Read this. #socialsecurity #retirement
GADDISANDGADDIS.COM
Social Security: The Elephant in the Room
The choice of business structure is not a final decision. You may amend your business structure to your changing needs.
GADDISANDGADDIS.COM
Choosing a Business Structure
All elections are important, but to many investors, the coming election feels particularly weighty. The policy ramifications of White House and congressional outcomes can seem unnerving, especially given the wide policy differences and, in some cases, dramatic policy proposals.
Please visit our website to take a look at an analysis report on the Perspectives on Elections and U.S. Equity Returns for more information regarding past elections and trends.
GADDISANDGADDIS.COM
PRESIDENTIAL ELECTIONS AND U.S. EQUITY RETURNS
Thought of the Week
Is there a role for both active and passive investments in your portfolio?
GADDISANDGADDIS.COM
The Great Debate Continues: Active vs. Passive
These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit
GADDISANDGADDIS.COM
Red Flags for Tax Auditors
Thought of the Week
When was the last time you paid yourself first?
GADDISANDGADDIS.COM
Pay Yourself First
On Tuesday, November 3, many of us will vote. Our vote, and those of our fellow Americans will shape the direction of our country for years to come. Emotions are running high as many are divided about which party is best for America. We think in times like this, it is best to maintain the proper perspective and the attached article gives us some insight to put thing into perspective. Historically, investors who take a long-term perspective, looking beyond the four years following the election, have been rewarded by sticking to their plan.
HARTFORDFUNDS.COM
The Election and Your Portfolio
Facing divorce? Don't overlook changes to your insurance coverage. #divorce #insurance
GADDISANDGADDIS.COM
What You Should Do About Insurance Following a Divorce
Do global and international mutual funds complement or conflict with each other?
GADDISANDGADDIS.COM
Global vs. International: What’s The Difference?
Do you know how missing the best and worst market days might affect your #portfolio?
GADDISANDGADDIS.COM
It Was the Best of Times, It Was the Worst of Times
In October, stock prices felt increased pressure due to inaction on a second American fiscal stimulus bill and a rise in global COVID-19 cases.
GADDISANDGADDIS.COM
Monthly Market Insights | November 2020
Thought of the Week
As complex as the details of taxes can be, the income tax process is fairly straightforward.
GADDISANDGADDIS.COM
How Income Taxes Work
Are you overpaying your #taxes? Here’s six overlooked #tax #deductions.
GADDISANDGADDIS.COM
Six Most Overlooked Tax Deductions
Some simple, inexpensive energy-saving tips that may help you save money.
GADDISANDGADDIS.COM
A Penny Saved is Two Pennies Earned
Thought of the Week
A few strategies that may help you maximize your Social Security income. #SocialSecurity #Retirement
GADDISANDGADDIS.COM
Social Security: Maximizing Benefits
Ever wonder about those free credit scores you get once a year? #creditscore #credit
GADDISANDGADDIS.COM
The Lowdown on Those Free Credit Scores
Thought of the Week
Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
GADDISANDGADDIS.COM
What Is a 1035 Exchange?
Do you know the difference between a global mutual fund and an international mutual fund?
GADDISANDGADDIS.COM
Global and International Funds
We all want to know, “What’s next for the financial markets?” But no one knows for sure.
GADDISANDGADDIS.COM
Where Is the Market Headed?
There are hundreds of Exchange Traded Funds available. Should you invest in them? #ETFs
GADDISANDGADDIS.COM
Should You Invest in Exchange Traded Funds?
Being healthy may help your personal finances.
GADDISANDGADDIS.COM
Putting a Price Tag On Your Health
Thought of the Week
In November, stock prices powered higher and energized investors thanks to a month-long succession of positive news events.
GADDISANDGADDIS.COM
Monthly Market Insights | December 2020
Ever heard of a Roth 401(k)? Would one be right for you?
GADDISANDGADDIS.COM
What Is a Roth 401(k)?
Is there a role for both active and passive investments in your portfolio?
GADDISANDGADDIS.COM
The Great Debate Continues: Active vs. Passive
Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback. #SocialSecurity
GADDISANDGADDIS.COM
Important Birthdays Over 50
Tax time can be a good time to give your household budget a checkup.
GADDISANDGADDIS.COM
Budget Check Up: Tax Time Is the Right Time
It might surprise you how well Millennials are saving for retirement. #genY #retirement #savings
GADDISANDGADDIS.COM
What Our Kids Can Teach us About Saving Money
Ever heard of a Roth 401(k)? Would one be right for you?
GADDISANDGADDIS.COM
What Is a Roth 401(k)?
How prepared are you for retirement?
GADDISANDGADDIS.COM
The Pre-Retirement Checklist
What’s the difference between a General Obligation bond and a Revenue bond? #MunicipalBonds
GADDISANDGADDIS.COM
All Muni Bonds Are Not Created Equal
Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback. #SocialSecurity
GADDISANDGADDIS.COM
Important Birthdays Over 50
Tax time can be a good time to give your household budget a checkup.
GADDISANDGADDIS.COM
Budget Check Up: Tax Time Is the Right Time
It might surprise you how well Millennials are saving for retirement. #genY #retirement #savings
GADDISANDGADDIS.COM
What Our Kids Can Teach us About Saving Money
Take an inside look into Simplified Employee Pension plans.
GADDISANDGADDIS.COM
Is a SEP-IRA Right for Your Business?
Merry Christmas from the Gaddis and Gaddis team!
The savings rate is the government’s estimate of how much U.S. households are saving.
GADDISANDGADDIS.COM
U.S. Personal Savings Rate
Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car? #NewCar
GADDISANDGADDIS.COM
Buying vs. Leasing a Car
How prepared are you for retirement?
GADDISANDGADDIS.COM
The Pre-Retirement Checklist
Building a personal #legacy may be the highest order of altruism. It can begin with four simple steps.
GADDISANDGADDIS.COM
Building Your Legacy
Ever wonder about those free credit scores you get once a year? #creditscore #credit
GADDISANDGADDIS.COM
The Lowdown on Those Free Credit Scores
Every year since 1947, the U.S. President pens an economics textbook.
GADDISANDGADDIS.COM
Required Reading: The Economic Report of the President
Take an inside look into Simplified Employee Pension plans.
GADDISANDGADDIS.COM
Is a SEP-IRA Right for Your Business?
Merry Christmas from the Gaddis and Gaddis team!
Here’s a look at what goes into creating a $20 bill and what determines when a bill’s lifespan ends.
GADDISANDGADDIS.COM
Life and Death of a Twenty Dollar Bill
Did you know that women control 51% of all personal wealth in the United States?
GADDISANDGADDIS.COM
Women on the Rise
Building a personal #legacy may be the highest order of altruism. It can begin with four simple steps.
GADDISANDGADDIS.COM
Building Your Legacy
Ever wonder about those free credit scores you get once a year? #creditscore #credit
GADDISANDGADDIS.COM
The Lowdown on Those Free Credit Scores
Every year since 1947, the U.S. President pens an economics textbook.
GADDISANDGADDIS.COM
Required Reading: The Economic Report of the President
Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, costs, and limitations.
GADDISANDGADDIS.COM
Why Medicare Should Be Part of Your Retirement Strategy
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
GADDISANDGADDIS.COM
Monthly Market Insights | January 2021
How will your investments weather the ups and downs of the business cycle?
GADDISANDGADDIS.COM
The Business Cycle
Here’s a look at what goes into creating a $20 bill and what determines when a bill’s lifespan ends.
GADDISANDGADDIS.COM
Life and Death of a Twenty Dollar Bill
Did you know that women control 51% of all personal wealth in the United States?
GADDISANDGADDIS.COM
Women on the Rise
Building a personal #legacy may be the highest order of altruism. It can begin with four simple steps.
GADDISANDGADDIS.COM
Building Your Legacy
We are currently accepting applications for a Client Service Associate! We are looking to potentially add a Team member in our Ada or Durant office's. We look forward to starting our interview process shortly.
https://www.indeedjobs.com/gaddis-and-gaddis-wealth-management/_hl/en?cpref=JXWAtnzf3XWjLOi4YeVNLqyMzQ_zPWPBo4fYYePVlws
GADDIS AND GADDIS WEALTH MANAGEMENT
Client Service Associate
These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit
GADDISANDGADDIS.COM
Red Flags for Tax Auditors
What do you need to know in the face of post COVID-19 volatility?
GADDISANDGADDIS.COM
Pullbacks, Corrections, and Bear Markets
Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision?
GADDISANDGADDIS.COM
Rightsizing for Retirement
Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, costs, and limitations.
GADDISANDGADDIS.COM
Why Medicare Should Be Part of Your Retirement Strategy
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
GADDISANDGADDIS.COM
Monthly Market Insights | January 2021
Business owners should consider a succession plan sooner rather than later.
GADDISANDGADDIS.COM
Succeeding at Business Succession
Is your retirement portfolio subject to “sequence of returns” danger?
GADDISANDGADDIS.COM
Retirement Income and the Traditional Portfolio
We are currently accepting applications for a Client Service Associate! We are looking to potentially add a Team member in our Ada or Durant office's. We look forward to starting our interview process shortly.
https://www.indeedjobs.com/gaddis-and-gaddis-wealth-management/_hl/en?cpref=JXWAtnzf3XWjLOi4YeVNLqyMzQ_zPWPBo4fYYePVlws
GADDIS AND GADDIS WEALTH MANAGEMENT
Client Service Associate
These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit
GADDISANDGADDIS.COM
Red Flags for Tax Auditors
What do you need to know in the face of post COVID-19 volatility?
GADDISANDGADDIS.COM
Pullbacks, Corrections, and Bear Markets
Currency has been around for a long time. Here’s a quick #history lesson.
GADDISANDGADDIS.COM
The History of Currency
Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?
GADDISANDGADDIS.COM
9 Facts About Social Security
A few strategies that may help you maximize your Social Security income. #SocialSecurity #Retirement
GADDISANDGADDIS.COM
Social Security: Maximizing Benefits
Business owners should consider a succession plan sooner rather than later.
GADDISANDGADDIS.COM
Succeeding at Business Succession
Is your retirement portfolio subject to “sequence of returns” danger?
GADDISANDGADDIS.COM
Retirement Income and the Traditional Portfolio
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
GADDISANDGADDIS.COM
Monthly Market Insights | February 2021
Considering alternative investments? It’s critical to sort through the complexity. #video
GADDISANDGADDIS.COM
Alternative Investments - Going Mainstream
CNBC looks at potential long term effects of the recent trading spikes. More @
CNBC.COM
Reddit trading frenzy could cause ‘systemic event’ in markets, strategist says
Have you used a junk-drawer approach to manage your investments? #InvestmentStrategy
GADDISANDGADDIS.COM
The Junk Drawer Approach to Investing
Saving for college doesn’t have to be as complicated as college itself.
GADDISANDGADDIS.COM
Saving for College 101
Currency has been around for a long time. Here’s a quick #history lesson.
GADDISANDGADDIS.COM
The History of Currency
Have a kid heading off to college? Here are a few tips.
GADDISANDGADDIS.COM
A Cheat Sheet for Sending Your Kid to College
Don't Forget! Valentine's Day is this Sunday. Here is your reminder to grab your loved one a card and some sweet treats!
Test your estate strategy knowledge with this short quiz.
GADDISANDGADDIS.COM
Test Your Estate Strategy Knowledge
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
GADDISANDGADDIS.COM
Monthly Market Insights | February 2021
Considering alternative investments? It’s critical to sort through the complexity. #video
GADDISANDGADDIS.COM
Alternative Investments - Going Mainstream
CNBC looks at potential long term effects of the recent trading spikes. More @
CNBC.COM
Reddit trading frenzy could cause ‘systemic event’ in markets, strategist says
Many have heard they should avoid probate; do you understand what probate is and how it works?
GADDISANDGADDIS.COM
Problems with Probate
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
GADDISANDGADDIS.COM
What If You Get Audited?
Have a kid heading off to college? Here are a few tips.
GADDISANDGADDIS.COM
A Cheat Sheet for Sending Your Kid to College
Don't Forget! Valentine's Day is this Sunday. Here is your reminder to grab your loved one a card and some sweet treats!
Test your estate strategy knowledge with this short quiz.
GADDISANDGADDIS.COM
Test Your Estate Strategy Knowledge
The sooner you begin investing, the longer your money can work for you.
GADDISANDGADDIS.COM
The Cost of Procrastination
Do you know how long it may take for your investments to double in value?
GADDISANDGADDIS.COM
The Rule of 72
There are hundreds of Exchange Traded Funds available. Should you invest in them? #ETFs
GADDISANDGADDIS.COM
Should You Invest in Exchange Traded Funds?
Many have heard they should avoid probate; do you understand what probate is and how it works?
GADDISANDGADDIS.COM
Problems with Probate
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
GADDISANDGADDIS.COM
Monthly Market Insights | March 2021
Do global and international mutual funds complement or conflict with each other?
GADDISANDGADDIS.COM
Global vs. International: What’s The Difference?
Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
GADDISANDGADDIS.COM
How to Make the Tax Code Work for You
Thank you Crystal Maynard for sharing your knowledge with us!
At Gaddis and Gaddis one of our core values is families over fortunes. We believe that family is one of the most important things. 2020 was a tough year for a lot of families. It is our hope to provide some useful information to parents and grandparents on how to have healthy conversations with children because with everything going on there is a lot to talk about.
What’s the difference between a General Obligation bond and a Revenue bond? #MunicipalBonds
GADDISANDGADDIS.COM
All Muni Bonds Are Not Created Equal
Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams
GADDISANDGADDIS.COM
“Dirty Dozen” Tax Scams to Watch For
Even low inflation rates can pose a threat to investment
returns. #inflation #investment
GADDISANDGADDIS.COM
Inflation and Your Portfolio
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
GADDISANDGADDIS.COM
Monthly Market Insights | March 2021
Do global and international mutual funds complement or conflict with each other?
GADDISANDGADDIS.COM
Global vs. International: What’s The Difference?
Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
GADDISANDGADDIS.COM
How to Make the Tax Code Work for You
Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
GADDISANDGADDIS.COM
Put It in a Letter
There are four basic steps to calculating the value of an estate.
GADDISANDGADDIS.COM
Four Steps to Valuing an Estate
Just entering retirement? Here's what you need to know.
GADDISANDGADDIS.COM
9 Facts About Retirement
Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams
GADDISANDGADDIS.COM
“Dirty Dozen” Tax Scams to Watch For
Consider a bucket plan to go with your bucket list. #RetirementSavings
GADDISANDGADDIS.COM
A Bucket Plan to Go with Your Bucket List
It’s possible to avoid these classic #retirement traps, with a little preparation.
GADDISANDGADDIS.COM
Retirement Traps to Avoid
Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
GADDISANDGADDIS.COM
Put It in a Letter
There are four basic steps to calculating the value of an estate.
GADDISANDGADDIS.COM
Four Steps to Valuing an Estate
