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CEC Interview at AICPA Conference

Tax Planning

2019 Tax Rates, Deductions and 1099 Releases

Welcome to the 2019 Tax Year! Doesn’t it feel so good? The answer is always the same in taxes… it depends.

Not many major changes in the tax code when comparing 2018 to 2019. But a couple of highlights to report on. See our Tax Report from December as a guide for 2018 Tax Strategies.

Financial Missteps

Personal finance, like just about everything else, is mainly common sense. Advice like “don’t spend more than you make; start investing while you’re young; don’t loan money to friends with the expectation of getting it back,” have been around for generations, and most likely will survive the next few generations as well.

The Value of Financial Planning

The Value of Financial Planning

Written By: Daniel A. Cesta, CPA, CFP, MST


10 Ways to Save Money

While it may not seem so, there are a lot of painless ways to save money. Not just for those who have a limited cash flow, but also for those with plenty of surplus cash who will appreciate ways to cut back on monetary waste.

Here are just a few things you can do to save:

10 Ways to Save Money

While it may seem difficult, there's a lot of painless ways to save money. Not just for those who have limited cash flow, but also for people with plenty of surplus cash who simply want to cut back on monetary waste.

Here's a few things you can do to save:

The Academy of Special Needs Planners welcomes, Ryan Gisclair, CFP®, ChSNC®

The Academy of Special Needs Planners consists of special needs planning professionals such as attorneys, financial planners and trust officers that assist them in seeking to provide the highest quality service and advice to persons with special needs and to their families.


Families with individuals who have special needs face many unique challenges; financial uncertainty does not have to be one of them.

BATON ROUGE, LA - Capital South Wealth Management, LLC is proud to announce that Ryan Gisclair, CFP® has obtained the Chartered Special Needs Consultant® designation from the American College of Financial Serv

Economic and Stock Market Commentary for the week of January 29, 2019

The economy is stumbling out of the gate this year, with the painful government shutdown, a sudden drop in existing home sales, and a marked downturn in consumer sentiment behind much of this early 2019 slowdown. Of course, the big story is the shutdown.

Why Average Investors Earn Below Average Market Returns

The results of research which studies investor behavior and analyzes investor market returns, consistently shows that the average investor earns below-average returns.

For the twenty years ending 12/31/2015, the S&P 500 Index averaged 9.85% a year. A pretty attractive historical return. The average equity fund investor earned a market return of only 5.19%.

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