About Brian Eddy CFA, CFP®

https://eddycompany.com

Posts by Brian Eddy:

Eddy Company September 2016 Newsletter

Please enjoy this edition of our newsletter.  The following topics are covered: Questions about student loan repayment Inherited IRA’s Retaining key employees with executive bonus plans ABLE accounts with those with disabilities Choosing between paying off student loans and contributing to a 401(k) sept-2016-eddy-co-newsletter

Year-End Investment Strategy

Tax-loss selling has always been an important part of my investment advice.  When your holdings are down in value, don’t just sit there.  Switch out to lock in losses that are valuable as an offset to income and against future losses when re-balancing.  Read more below: [pdf-embedder url=”https://s5r801.p3cdn1.secureserver.net/wp-content/uploads/2015/10/Top-Year-End-Investment-Tips.pdf”]

Quarterly Market Update

What a quarter in the market.  Check out those small cap returns. Ouch.  Please enjoy my quarterly newsletter.  Would love to discuss market strategies with you. Brian brian@eddycompany.com [pdf-embedder url=”https://s5r801.p3cdn1.secureserver.net/wp-content/uploads/2015/10/Quarterly-Market-Review-Eddy-Co3.pdf”]

Eddy Company is Accepted as Advisor by Wiser Advisor

WiserAdvisor Press Release 09/28/2015 WiserAdvisor announces that Brian Eddy, MBA, CFA, CFP(R) of Eddy Company, LLC has been awarded admittance as a member of its directory of financial advisors. Financial advisors are granted admission into WiserAdvisor (www.wiseradvisor.com) based on their credentials and qualifications. All members offer their services to investors with a fee rather than […]

Projections of Tax Numbers for 2016

Key Numbers Projected for 2016 (courtesy of Broadridge Advisor Services) While the official numbers have not yet been published by the Internal Revenue Service, we’ve projected many of the key figures for 2016. When the official numbers are released, we’ll send an update with an associated Client Alert. Exemptions 2015 Projected for 2016 Personal and […]

Eddy Company September 2014 Newsletter

Please enjoy my September 2014 about 401(k) misconceptions, year-end tax planning basics, 529 college savings plans, employer wellness benefits, and more! Contact me today to become a tax or investment client: brian@eddycompany.com; 978-922-0435 [pdf-embedder url=”https://s5r801.p3cdn1.secureserver.net/wp-content/uploads/2015/09/Eddy-Company-Sept.-2014-Newsletter.pdf”]

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