If you're rushing around trying to get your return filed today, relax. You have a few more days to get your tax return to the Internal Revenue Service (IRS) in 2017: Tax Day will be Tuesday, April 18, 2017, instead of April 15, 2017.

Traditionally, Tax Day is April 15 u...

January 17, 2017

With the impending inauguration, recent actions by the Senate and some confusing media reports, we wanted to provide a short Q&A to help you understand current events and what to expect as we head down the health care reform road in 2017.

What’s the latest news?

The Sena...

For many people, the start of a new year means resolutions to get in shape, save money and spend more time with family. For 401(k) plan administrators, it’s a good time to reflect on the plan’s operation and make tune-ups where needed. Here are six steps you can take t...

The researchers at Aite Group think 2017 is going to be an unusual year for wealth management.

While most industry trends develop over several years, Alois Pirker and his team think this coming year will be an inflection point, as many of the decisions made in 2016 will...

Plan sponsors are slated to increase “financial wellness” programs beyond retirement decisions in 2017, to include such things as financial literacy, budgeting, debt management and financial planning. Here are the key points retirement plan advisors should follow:

Emplo...

One of the major aims of asset allocation is to craft a portfolio with ingredients that don’t all behave in exactly the same way. This low-correlation stew offers protection against all assets heading south at the same time.

But, of course, that downside protection can...

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Julian Schubach is an Investment Advisor Representative of Nosuris, Inc., a New York State Registered Investment Advisory. Investment Advisory Services are offered through Nosuris, Inc., a NYS Registered Investment Advisory. Please visit www.Nosuris.com for additional disclosures. Check the background of this firm on FINRA’s BrokerCheck.

©2016 by Julian Schubach