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ATX Portfolio Advisors, Fee-Only (When You're Up) Financial Planning & Wealth Management

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About
Jeff Weeks, CFP®
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ACCOUNTABLE UPDATE

"See Through" 

Jeff Weeks
April 11, 2023
Accountable Update

April 18 is the Deadline for 2022 Tax Returns (and IRA and Roth IRA Contributions)

Jeff Weeks
April 11, 2023
Accountable Update

April 18th is the deadline for filing your individual tax return for 2022 (or requesting an extension). It is also the deadline for making certain contributions to Individual Retirement Accounts (IRAs) and Roth IRAs.

Tagged: IRA, Roth IRA

Comment
Jeff Weeks
March 13, 2023
Accountable Update

Don't Play FDIC Poker: How to Safely Protect Cash

Jeff Weeks
March 13, 2023
Accountable Update

On Friday, the Federal Deposit Insurance Corporation (FDIC), shut down Silicon Valley Bank, which caused an uproar in the financial markets and made investors and bank customers nervous. This event is reminiscent of another crisis that occurred in the 1980s, when similar shutdowns took place.

Tagged: Cash Management

Comment
Jeff Weeks
January 6, 2023
Accountable Update

Q4 2022 Market Review

Jeff Weeks
January 6, 2023
Accountable Update

Q4 of 2022 was markedly different than the first three quarters of the year, with positive returns in major stock and bond indices, commodities, and real estate with a notable exception of Bitcoin, which was down another 15%+ for the quarter and over 64% on the year!

Tagged: Market Update

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