Blog Archives

How to View Portfolio Transactions & Yearly Reports

Below is the step-by-step process to learn how to upload & download documents to & from ModestSpark: Once signed in to ModestSpark, you will be directed to your main Portfolio Summary, which may look similar to this: On the top-right-hand … Continue reading

How to Upload & Download Documents from ModestSpark

Below is the step-by-step process to learn how to upload & download documents to & from ModestSpark: Once signed in to ModestSpark, you will be directed to your main Portfolio Summary, which may look similar to this: Using the navigation … Continue reading

How To Sign-In To Your ModestSpark Account

Below is the step-by-step process of signing into your ModestSpark Account:  To sign in, you can access a secure login from the sidebar on our website, or click the link here. You’ll be brought to the ModestSpark login page which … Continue reading

Taxes and Deficits, Oh My!

No matter who we tax, or how high or low we set tax rates, federal tax receipts barely budge when measured against the entire economy. This fact flies in the face of political arguments about tax rates: who should pay … Continue reading