Over the years, many of us have accumulated a mountain of CDs, hard drives, devices, online accounts, and other mediums that store information that are unused. Outside of the key information you kept stored on purpose for long-term use or retrieval, it is good to periodically assess and dispose of unneeded storage media and information.
Part of our commitment of "Doing Business for Good" is teaming up with like-minded companies to share ideas on how to effectively run a business while balancing profit and purpose. Sunrise Banks is one of companies we have partnered with to "do good". See the link below for their latest blog featuring Bond&Devick.
The stock market continues to gyrate around any bit of news around the trade war between the US and China. Turn on the news and you notice rising tensions in the Middle East between Iran, the US and now Great Britain. Two of the largest earthquakes recorded in years rock southern California. The Minnesota Twins are in first place at the All-Star break. These are very unc
There are many ways that we support our favorite charitable causes. However, one of the most beneficial ways to support a favorite charity now and into perpetuity is through planned giving.
The stock market continues to confound the “experts” and confuse the novices. One of our favorite Warren Buffett quotes is, “the most important quality for an investor is temperament, not intellect.” If you had been listening to the investment news programs at the beginning of the year you would have heard the clarion call for panic and retreat. The bul
Some taxpayers are feeling a little battle-weary after filing their 2018 returns.
People are shell-shocked. Either they got less of a refund than they expected, or they've been hit with a surprise tax bill because they didn't adjust their withholdings to account for changes to the tax code.
We are writing to help clarify the changes in the rules for deducting qualified residential interest, i.e., interest on your home mortgage, under the Tax Cuts and Jobs Act (the Act).
Muster Drill
The 4th quarter of 2018 saw the stock market decline by the most since 2011. We have been anticipating this correction for quite some time as the S&P 500 declines by 20% every 2 ½ - 3 years and it has been 7 years since investors have witnessed a bear market. We believe the cause of the decline was a combination of the markets fear of interest rates rising too
December 19, 2018
Bond&Devick Investment Committee Meeting Notes
© 2019 Bond & Devick Wealth Partners. All rights reserved.
