PKS Investment Advisors LLC Announces New Partner
PKS Investment Advisors LLC, is pleased to announce that Gigi G. LeKites, CFP®, CRPC®, has been admitted as a partner with the firm. Her admission is a direct result of […]
Crypto Crash
Stocks have been battered by the Federal Reserve’s quest to rein in the highest rate of inflation in 40 years. So far, however, investors have expressed little concern over the […]
Avoid IRA Rollover Tax Traps
An IRA rollover is usually a tax-smart move, because it allows you to continue to defer taxes on the amount you roll over. But Congress has laid traps for the […]
Colton J. Hastings Earns CFP® Designation
PKS Investment Advisors LLC is pleased to announce that Colton J. Hastings, CFP® has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the […]
Recession Preparation
By: Gigi G. LeKites, CFP®, CRPC® Inflation is up, the market is down and now there’s talk about a recession! Just the idea of a recession makes the calmest person […]
Striking a Balance Between Retirement Planning and College Saving
For 2022, the amount you can sock away into your 401(k), 403(b) and most 457 plans will rise another $1,000 to $20,500. If you’re at least 50 years of age, […]
Reap Tax Rewards from Securities Harvest This Fall
With autumn coming up, it’s time to think about “harvesting” capital gains or losses from sales of securities. In addition, unfavorable tax law changes proposed in President Biden’s American Families […]
Webinar: Market Concerns Today – Your Questions Answered
On July 14, 2021, we hosted a live town-hall webinar offering a look ahead on various investment topics, as well as answers on top-of-mind investor issues. Watch this video hear […]
Should You Consider an Employer Roth 401(k) Account?
Nowadays, many employer retirement plans give employees the option of contributing to designated Roth accounts (DRAs). According to a 2020 survey, 75% of employer plans now offer DRAs, which are […]
Be Careful When Saving for Your Kids’ Education
Here’s a little-known secret for parents planning to send their children to college in the future: Some of the tax-saving moves you make now could hurt your student’s chances for […]