Blog
Helpful Information for Filing 2020 Income Taxes & Proactive Tax Planning for 2021
Income tax is a large revenue source for the United States government. While tax rates have changed many times, since the 1860’s, the United States has used a “progressive” tax code.
Quarterly Economic Update: Fourth Quarter 2020
Strategies for Investors in Uncertain Times
After one of the most contentious presidential elections in recent history, as of November 6th, the election results are still not finalized and they might be contested for the foreseeable future.
Annual Plan Limits
For Plans that are on an off-calendar year, compensation is based on the annual limits in effect at the beginning of the Plan Year…
Research
Quarterly Economic Update First Quarter 2024
The first quarter of 2024 continued to reward investors who stayed the course and enjoyed strong returns in 2023 as the momentum of 2023’s year-end rally took another step forward. Both equity and bond markets performed well after the Federal Reserve confirmed that...
That Was Quite A Week | Weekly Market Commentary | April 29, 2024
Stocks passed the test, with the S&P 500 up 2.7% for the week, recapturing most of the prior week’s losses despite a mixed GDP report and a double digit decline in shares of social media giant Meta (META) on April 25, after its results. Here we recap the week’s events and check in on sentiment.
The Ever-Changing Market Narrative | Weekly Market Commentary | April 22, 2024
Volatility has come back into the market as the narrative shifted toward a higher-for longer monetary policy backdrop.
The Ever-Changing Market Narrative | Weekly Market Commentary | April 22, 2024
Volatility has come back into the market as the narrative shifted toward a higher-for longer monetary policy backdrop.
CONTACT US
DOWNLOAD THE APP
SIGN UP FOR OUR NEWSLETTER
Third Party Savings
