Blog
Opportunity in Uncertainty
Volatility can feel unsettling, but it's part of the journey. We've seen it before, and we know it brings opportunity. Stay the course, trust your plan, and remember - we're always here to help.
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529 Plans vs. UTMA Accounts
529 plans and UTMA accounts are both popular tools for building a child's financial future - but they work very differently. We break down the key distinctions to help you choose the right fit for your family's goals.
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Small Business Month
Tax planning shouldn't be a once a year sprint. Parker Advisors helps business owners stay proactive year-round - bookkeeping, payroll, planning & more. Because great businesses don't just track numbers, they understand them
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SpaceX's Potential IPO
SpaceX is reportedly going public at a $1.75T valuation. Before the excitement takes over, here's what investors should actually know about the risks, the business, and the long game.
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Middle East Conflict: What Investors Need to Know
At Parker Advisors, we continue to monitor developments while keeping our focus on long-term discipline and thoughtful planning.
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Key Tax Deadlines: April 15th
As the tax filing deadline approaches, it’s a good time to review a few important items including IRA contributions, HSA contributions, and estimated tax payments. Once your return is finalized, the numbers can also reveal opportunities to
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Protecting Yourself From Tax Season Scams
Tax season is prime time for phishing scams. Fraudsters often send emails, texts, or phone calls that appear to come from the IRS or a financial institution in an attempt to collect personal information.
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National Social Security Month
April is recognized as National Social Security Month — a great reminder to review how Social Security fits into your retirement strategy.
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Aligning Your Paycheck with Your Plan
Your tax return can reveal helpful insight into how well your paycheck withholding is aligned with your overall tax situation. . If you received a large refund, it may mean too much tax was withheld throughout the year.
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An Investor's Guide to Smarter Retirement Planning
Learn the 3 pillars of smart retirement planning and how to choose between Traditional and Roth contributions to keep more of your hard-earned wealth
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Our Take on Precious Metals
At Parker Advisors, we believe in steady planning over short-term momentum. This article provides a grounded perspective on the recent metals surge, offering you the tools to evaluate your current asset allocation with intention.
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5 Smart Tax Moves
5 Smart Tax Moves to Get Organized Early, File Fast, or Hand It Off with Confidence.
Read MoreFebruary Blog Post | The One Big Beautiful Bill
By now, you’ve probably heard some chatter about the One Big Beautiful Bill Act of 2025. Big name, big promises - but what actually matters for real people, real families, and real businesses?
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Trump Accounts | A New Way to Start Investing for the Next Generation
Trump Accounts are a new government-sponsored savings account created to encourage long-term investing for children from an early age. Designed as a starting point...
Read MoreWhen to Expect Tax Forms and Where to Find Them
Tax Season Is Here | When to Expect Your Tax Forms & Where to Find ThemAs we head into tax season, many clients ask when their tax forms will be available and how to access them. Most tax documents (including Forms 1099) are typically...
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The PA Perspective: Tariffs & Your Investments
What Are Tariffs, and Why Are They in the News? Tariffs are government-imposed taxes on imported or exported goods. They’re used to protect domestic industries, regulate trade, and generate revenue. When a country imposes tariffs, it...
Read MoreStaying the Course During Market Volatility
Market volatility is a natural part of the investment process and can be caused by many reasons such as geopolitical events, or investor attitudes. While these fluctuations may be unsettling, it is important to remember that they are...
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BOI Oct 2024
Make sure you are in compliance before it is too late! Beneficial Ownership Information Reporting is a requirement and must be filed under the Corporate Transparency Act. For more information visit our blog on our website or contact us!
Read MoreSpring Clean Your Finances
With spring in the air take a moment to spring clean your finances with these FIVE key steps:
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SECURE Act 2.0: Building & Expanding Retirement Opportunities
SECURE Act 2.0: Building & Expanding Retirement OpportunitiesPassed in the final days of 2022, sweeping legislation has over 92 new provisions that impact a wide variety of individuals. These provisions can help strengthen your...
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Your 4% Withdrawal Strategy May Not Be Enough
YOUR 4% WITHDRAWAL STRATEGY MAY NOT BE ENOUGH Get the Tax Guidance You Need to Help Live the Retirement You Desire There’s a lot of concern among industry experts about whether the popular 4% withdrawal rule can provide enough income...
Read MoreAn Absolutely Amazing April
With the conclusion of the month of April I did not want to miss the opportunity to momentarily pause and acknowledge what we have all just witnessed: A leveling out of coronavirus hospitalizations, rising hopes for a treatment along...
Read MoreOptimism Is The Only Realism
Hopefully by now you have realized I am taking a deliberately positive, encouraging tone in these weekly emails. This is not just because I am an optimistic person—I am. It is because optimism is the only realism. Let me explain:...
Read MoreThe Media is not your friend
Dear Valued Client, I have learned an important truth over these last couple of months. Most of us are at least intuitively aware of this truth but rarely is it so obvious as it has become with the development of the Coronavirus...
Read MoreVolatility: The Friend of the Long-Term Investor
In an effort to continue to communicate with you more frequently, I want to offer a quick word on the subject of market volatility. Volatility is defined as a tendency to change quickly and unpredictably in either direction. It is...
Read MoreCoronavirus Uncertainty
We currently find ourselves in extraordinary circumstances regarding the coronavirus pandemic. Although I have spoken to many of you, it has been difficult to reach out to all my clients give the large volume of call and emails I have...
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