Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2019 What is an index? An index is a group of securities reflecting a securities market or a particular segment of a securities market. It is used to measure and report the fluctuations of the market or market corner it … [Read more...]
Windward Passages: Understanding Indexes
Windward Tax Bulletin: Qualifying for the Home Office Deduction
Working from home can certainly provide you with personal benefits, such as a flexible schedule and more family time. But increasing numbers of people are discovering the tax advantages as well. It's no secret that you generally can't deduct certain personal expenses (e.g., homeowners insurance, … [Read more...]
Windward Community: Liberty, Missouri
Why You Should Visit Liberty, Missouri Liberty, MO, a suburb northeast of Kansas City, has a surprisingly rich history. Settlers arrived in the area in 1819 and the town was incorporated in 1829. It is the one of the oldest towns west of the Mississippi River. Located on the Missouri River, … [Read more...]
Windward Passages: Caring for Your Aging Parents
Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2019 What is it? Caring for your aging parents is something you hope you can handle when the time comes, but something you probably hope you never have to do. Caring for your aging parents means helping them plan for the … [Read more...]
Windward Tax Bulletin: Am I Having Enough Withheld?
If you fail to estimate your federal income tax withholding properly, it may cost you in a variety of ways. If you receive an income tax refund, it essentially means that you provided the IRS with an interest-free loan during the year. By comparison, if you owe taxes when you file your return, … [Read more...]