NEWS & RESOURCES

Five Reasons Physicians Need a Holistic Financial Advisor

November 14, 2022

By: Jason Underwood, Financial Advisor CNC Financial Group, LLC Working in the medical field comes with unique financial opportunities and challenges – personally and professionally. You can – and should – expect more from an advisor than simply helping you…

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Six Tax Reduction Strategies for the End of 2022

October 20, 2022

By: Charlie Miracle, CPA, Member, and Director of Client Accounting Services There are at least 1040 reasons not to enjoy doing your taxes. However, tax planning plays a critical role in your overarching financial plan, and you should never be…

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Ensuring Financial Safety During Mid-Term Elections

October 20, 2022

Provided By: Adelae Winters, Financial Advisor American economist, professor and investor Benjamin Graham once said, “The best way to measure your investing success is not by whether you’re beating the market but by whether you’ve put in place a financial…

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The History of Stock Market Performance Surrounding Midterm Elections

October 4, 2022

Provided by: Bradi J. Dahman, Director of Wealth Management, CNC Financial Group, LLC We’re just weeks away from midterm elections in the United States, and this year, 35 Senate seats are up for election, as are all 435 House seats.…

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Kyle Meissner of Cordell, Neher & Company, PLLC, Promoted to Member

October 4, 2022

Kyle Meissner of Cordell, Neher & Company, PLLC, Promoted to Member WENATCHEE, WA  – Cordell, Neher & Company, PLLC, an integrated tax, accounting and wealth management firm, announced today the promotion of Certified Public Accountant (CPA) Kyle Meissner to member.…

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Five Key Considerations for Year-End Tax Planning for Small Business Owners

September 22, 2022

By: Kyle Meissner, CPA, Manager Cordell, Neher & Company, PLLC No matter if you are a sole proprietor or have several employees on your payroll, it’s easy for any small business owner to overpaywhen it comes to taxes. As we…

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Wenatchee, WA 98801

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Wenatchee, WA 98807-3068

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