Filed under: General
It is never too early to start planning tax reduction strategies. While a number of changes to the tax code are being debated in Congress, taking time to review your financial plan now can help you save on taxes in 2021. Here are a few areas to ...
Filed under: General
Tax season can be a particularly active time for fraud and identity theft, especially because technology can make it easier for criminals to pose as the IRS. Tax season is a stressful time because you are reviewing financial documents under a ti...
Filed under: Company News
U.S. stocks finished higher during the holiday-shortened trading week, overcoming early volatility due to lingering effects from the Suez Canal shutdown and the liquidation of Archegos Capital, an over-leveraged investment entity that was forced...
Filed under: Company News
One year after the 2020 stock market low, we look back and share observations and takeaways for your portfolio strategy. Please view below. Both the S&P 500 Index and the Dow Jones Industrial Average finished higher this week after rising du...
Filed under: General
It’s never too early to start planning tax reduction strategies. Please use our Key Financial Data 2021 PDF below to answer questions you may have around tax rates, deductions, credits and more. Contact your wealth advisor to explore how you ...
Filed under: Company News
After touching new record highs earlier in the week, stocks fell and finished lower for the week. Although the prospects for higher economic growth continue to improve, the potential for a spike in inflation added to stock volatility. The Federa...
Filed under: Company News
This week marked the one-year anniversary since the World Health Organization declared the Covid-19 outbreak a pandemic. So much has happened since last March that it often feels like a decade has passed rather than just 12 months. We continue t...
Filed under: Company News
Stocks experienced another round of volatility as major U.S. indices ended the week higher. Continued concerns that rising inflation and longer-term interest rates could force the Federal Reserve to raise short-term rates sooner than expected le...
Filed under: Company News
Positive news abounds on multiple fronts: coronavirus cases and hospitalizations have both fallen from recent January highs and the various vaccines deployed around the world are proving to be effective. Plus, corporate earnings continue to rebo...
Filed under: Company News
Stocks traded within a narrow band during the shortened holiday week, ending with U.S. indices posting mixed results. The combination of improving Covid19 numbers, solid corporate earnings, and prospects for future federal government stimulus sp...
Filed under: Company News
Some improving Covid-19 health numbers and the continued expectation of a substantial Congressional spending bill propelled stocks higher this week. Small-cap, mid-cap, and emerging markets stocks all continued their torrid pace. Additionally, t...
Filed under: Company News
PLEASE JOIN OUR OUTLOOK 2021 WEBINAR WITH ANDREW BUSCH WEDNESDAY, FEBRUARY 10TH 11:00 – 12:00 PM EST We are pleased to present Andrew Busch as our featured speaker. He is a noted economist, futurist and markets expert. Busch served as the firs...
