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Stephen H Akin
Oct 3, 20193 min read
Eye of the Storm
Those of you have read and followed this blog for years know that I've been writing and speaking about for a very long, long time... The...
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Stephen H Akin
Mar 8, 20191 min read
Fintech, Embrace the future!
Caveat emptor is a Latin term that means "let the buyer beware." Similar to the phrase "sold as is," this term means that the buyer...
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Stephen H Akin
Feb 22, 20191 min read
Good News!
If you did not fund an Individual Retirement Account in 2018 there's still time. For 2019, your total contributions to all of your...
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Stephen H Akin
Jan 19, 20191 min read
2019 Financial Checkup
Four must do items for a healthy financial life in this new year! 1) Review your investment plan. The beginning of each year is an...
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Stephen H Akin
Jan 1, 20191 min read
Moving forward in 2019
The recent market activity has opened up some unique investment opportunities. I've been investing in financial markets since the early...
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Stephen H Akin
Dec 10, 20183 min read
Year-end tax tips to boost your refund
Under the Tax Cuts and Jobs Act. Now, an individual will need total itemized deductions to exceed $12,000, the new standard deduction for...
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Stephen H Akin
Oct 22, 20182 min read
Registered Investment Advisor Vs Stockbroker
If you are like many people you may not be confident in making financial and investment decisions on your own. Enter the investment...
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Stephen H Akin
Oct 8, 20183 min read
Expert: Take caution before choosing financial adviser
It’s one of the most significant decisions a person can make: Who can I trust to monitor my investments? A five-letter acronym known as...
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Stephen H Akin
Sep 21, 20183 min read
Changing Retirement Plan Rules
President Trump recently signed an executive order to make it easier for small employers to offer 401(k)s through multiple-employer plans...
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Stephen H Akin
Aug 21, 20181 min read
Disruptive Price: Free
It was just the other day I wrote about Fidelity cutting fees. This morning JP Morgan another Wall Street Powerhouse followed. The trend...
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Stephen H Akin
Jun 8, 20182 min read
Fintech
Even at a European conference about fintech, one country dominated the conversation: China. This week, hundreds of fintech companies,...
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Stephen H Akin
Apr 30, 20181 min read
Salute to small business
Small business week April 29 to May 5 2018. It brings focus to the many professionals and small business owners that serve the Greenwood...
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Stephen H Akin
Mar 7, 20184 min read
Reduce Your 2017 Tax Bill With an IRA Contribution
There's still time to reduce your 2017 tax bill. You can make a tax-deferred individual retirement account contribution that can be...
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Stephen H Akin
Jan 30, 20182 min read
Experts offer investment tips for 2018
Walter Todd III, president and chief investment officer at Greenwood Capital provided a 2018 economic forecast Friday. ADAM BENSON |...
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Stephen H Akin
Nov 30, 20173 min read
Tax Tips to Consider as 2017 comes to an end
December is an excellent time to consider year-end tax planning moves to save taxes for 2017. Once tax season gets underway in Q1 2018,...
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Stephen H Akin
Nov 9, 20171 min read
Year End Tax Planning
As 2017 comes to an end there is still time to take advantage of the many opportunities that will reduce taxes and create wealth....
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Stephen H Akin
Oct 3, 20174 min read
Financials Head To Congress!
As a Registered Investment Advisor I Offer Independent, Objective Advice. Bloomberg writes: Equifax Is Taking Over From Wells Fargo as...
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Stephen H Akin
Aug 25, 20173 min read
Advice in a Stormy Financial Sea
Some of Stephen Akin’s jargon stems from his days spent on waters. He grew up in Houston, Texas, boating and fishing, and became...
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Stephen H Akin
Aug 24, 20172 min read
Fee Only Financial Planner: What's the Difference?
September 23, 2016 Fee-only financial planners are registered investment advisors with a fiduciary responsibility to act in their...
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