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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. Keep checking in. We’re glad to have you reading along. 

 

Thursday, May 13, 2021

A recent survey shows that 63% of investors are more interested in protecting their financial assets and planning for uncertainty in the future than anything else.1There are many reasons for this change, but here are a few of the most...

 

Tuesday, May 11, 2021

Stocks closed mixed last week as signs of continued economic recovery and upbeat earnings helped some sectors while the struggles persisted for high-growth companies.The Dow Jones Industrial Average gained 2.67%, while the Standard...

 

Sunday, May 2, 2021

MAY: Pay the Government or Pay Yourself Now that you have filed your taxes (or about to!), you might realize you need to make some adjustments. If you ended up owing a lot, when you filed your taxes, your options were to pay the taxes,...

 

Tuesday, April 20, 2021

Stocks reached record highs last week, riding the tailwind of improving economic data and a strong start to the earnings season.The Dow Jones Industrial Average rose 1.18%, while the Standard & Poor’s 500 gained 1.37%. The...

 

Monday, April 5, 2021

“ Stop in the name of love, before you break my heart.” We know The Supremes weren’t alluding to the pitfalls couples face when they grapple over money issues. But our own experience tells us that money plus love can...

 

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Tuesday, March 23, 2021

For those with a Dependent Care Flexible Spending Account (FSA), there may be some good news on the horizon. The American Rescue Plan Act, signed into law by President Joe Biden, boosts the amount that companies can allow workers to...

 

Monday, March 22, 2021

Less than one month ahead of the traditional date, the I.R.S. has delayed the deadline for filing and paying taxes. The new deadline is May 17, 2021.1,2,3 The delay follows continued disruption from the COVID-19 pandemic and a late...

 

Monday, March 15, 2021

Stocks were mixed last week as rising bond yields and heightening inflation fears sent stocks on a wild ride, capped by a remarkable Friday afternoon rally. The Dow Jones Industrial Average gained 1.82%, while the Standard &...

 

Monday, March 8, 2021

Stocks dropped amid rising long-term bond yields, with sharp declines in high-valuation growth stocks leading the overall market lower. The Dow Jones Industrial Average slipped 1.78%, while the Standard & Poor’s 500 declined 2...

 

Monday, March 1, 2021

March: End holiday debt & set up your IRA If you came away from the 2020 holiday season with debt, the sooner you make a plan to pay it off, the less interest you’ll rack up. Figure out how much you owe and how to pay it off...

 

Monday, February 8, 2021

You may have heard the news about stocks for certain companies suddenly ballooning, quickly going from lunch money prices to several hundred dollars a share. In one case, the shares rose over 1700% since December 2020.1 So, what...

 

Monday, February 8, 2021

Recently, the Internal Revenue Service (IRS) announced that tax season will start a little later than usual. This year the IRS will begin accepting and processing 2020 tax returns on Friday, February 12, 2021. In light of the December...

 

Monday, February 1, 2021

As part of our 2021 New Year's Resolution each 1st Monday we are taking steps to make this your best financial year ever! Here are your touch points for February - you don't have to finish them all today - but you need to resolve to...

 

Tuesday, January 19, 2021

Shrugging off COVID-19 infections and the disruption at the Capitol on January 6, stocks powered higher to kick off a new year of trading.The Dow Jones Industrial Average gained 1.61%, while the Standard & Poor’s 500...

 

Monday, January 4, 2021

The first month of the year is all about planning for the future. The first step is to set your financial resolutions. If you are just starting “adulting” then your first step is to set your budget. I know, you are thinking...

 

Sunday, December 27, 2020

For many of us, 2020 has been a year unlike any other. For some, it’s brought hardships that have tested the hardiest of souls. For others, it has brought unspeakable loss.Yet, we press on, and as we do, we may be surprised to...

 

Thursday, November 12, 2020

Now that several major news groups have projected Joe Biden the winner of the presidential election—and Congress appears divided with Democrats in control of the House and Republicans the Senate—it’s a good time to...

 

Wednesday, November 11, 2020

Stocks soared last week as investors anticipated that a split Congress would raise legislative hurdles to changing corporate taxes and adjusting regulatory oversight of big technology companies.The Dow Jones Industrial Average jumped...

 

Monday, November 2, 2020

On October 26, the Treasury Department released the 2021 adjusted figures for retirement account savings. Although these adjustments won’t bring any major changes, there are some minor elements to note.401(k)sThe salary deferral...

 

Friday, October 30, 2020

When training to become a financial professional, much of our course work centers on the six critical areas of creating a financial strategy. Some recognize October as Financial Planning Month, so it's an excellent opportunity to...