Report: Second Quarter Economic Update
A new US president and the winding down of most government-led pandemic safety measures welcomed investors to 2021. As we experienced the reopening of many countries, volatility appeared in the equity markets but resulted in new market highs in the second quarter. The S&P 500 has now gained ground for five quarters in a row. Notably, it has gained more …
Report: First Quarter Economic Update
What A Difference A Year Makes The first quarter of 2021 included the one-year anniversary from the March 2020 equity market’s bottom. For the first quarter of 2021, equity markets encountered volatility but still created all-time highs. With the potential of herd immunity following mass vaccinations, investors finished the quarter with hopes that the end of the pandemic could be …
Report: Proactive Year-End Tax Planning for 2020 and Beyond
A thorough review of your financial situation should always include tax planning. Paying only your fair share of taxes – and no more – is one of our goals as advisors to the families we serve. Here we seek to highlight tax reduction opportunities and strategies for you to consider in your planning. This special report summarizes some of the …
Report: Making a Difference – Surprise Video Message
Making A Difference Surprise Video Message Dear Friends, We hope you are all well and safe. During this troubling time, it’s nice to know the little things are appreciated and do make a difference. We received this surprise video message from Make-A-Wish and we wanted to share it with you. So many of you have donated time and or money …
Report: Special Tax Report
Helpful Information for Filing 2019 Income Taxes and Proactive Tax Planning for 2020 Tax planning should always be a key focus when reviewing your personal financial situation. One of our goals as financial professionals is to highlight tax savings opportunities and strategies so that you pay only your fair share of taxes and no more. This special report reviews some …
Report: Secure Act of 2019
SECURE ACT OF 2019 The Setting Every Community Up for Retirement Enhancement Act, or the SECURE Act, was passed by Congress in December 2019. This legislation is effective as of January 1, 2020. The law does the following: Top 3 items to know for individuals: 1. Allow taxpayers of any age to make traditional IRA contributions – Currently, anyone that …
Report: 2019 Year End Tax Planning
YEAR-END PREPARATIONS The countdown begins. Once the clock rolls us into 2020, tax season gets underway. The old calendar year, 2019, will have officially been put to rest. Deductions from your paychecks and other income sources will begin counting for the New Year. Once it’s 2020, we can celebrate and look to even better days ahead. But we dare not …
Report: 2019 Year End Tax Planning
YEAR-END PREPARATIONS The countdown begins. Once the clock rolls us into 2020, tax season gets underway. The old calendar year, 2019, will have officially been put to rest. Deductions from your paychecks and other income sources will begin counting for the New Year. Once it’s 2020, we can celebrate and look to even better days ahead. But we dare not …
Report: Quarter in Review
Quarter in Review A volatile third quarter ended with global equity markets offering mixed returns. The story remained largely the same with geopolitical and trade tensions fueling volatility, while political noise in the U.S. dominated headlines. The U.S. economy remains on solid footing, though many data points are highlighting the reality of an accelerating moderation in growth. Discrepancies in hard …
Report: Quarter in Review
Quarter in Review A volatile third quarter ended with global equity markets offering mixed returns. The story remained largely the same with geopolitical and trade tensions fueling volatility, while political noise in the U.S. dominated headlines. The U.S. economy remains on solid footing, though many data points are highlighting the reality of an accelerating moderation in growth. Discrepancies in hard …
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