Financial News for the Week of April 23, 2021

FINANCIAL NEWS HIGHLIGHTS OF THE WEEK Without much noteworthy economic data this week, market sentiment soured on a leaked Biden administration proposal to raise the maximum tax rate on capital gains of high-income taxpayers. First quarter GDP data…


Financial News for the Week of April 16, 2021

FINANCIAL NEWS HIGHLIGHTS OF THE WEEK Headline inflation jumped in March, but it’s too soon to sound the alarm. Economic slack is still high, inflation expectations benign, and the Fed unlikely to sit on the sidelines if they drift up……


small business owners

Small Business Owners - Building on a Strong Foundation

Building on a Strong Foundation Small business owners face unique challenges. Learn about strategies and resources that can help you plan for your future. Contact us today to learn more.   Sources


Financial News for the Week of April 9, 2021

FINANCIAL NEWS HIGHLIGHTS OF THE WEEK U.S. equities jumped early this week and continued to move higher over the course of it despite the prospect of higher corporate taxes announced by the Biden administration. A few dark spots in the short-term…


2020 Tax Filing Deadline Extended to May 17th 2021

2020 Tax Filing Deadline for Individuals is Extended to May 17th

2020 Tax Filing Deadline for Individuals is Extended to May 17th But ask yourself whether there is any real benefit to waiting to file your taxes The U.S. Department of the Treasury is delaying the April 15th deadline to file and pay taxes until May…


Financial News for the Week of March 19, 2021

FINANCIAL NEWS HIGHLIGHTS OF THE WEEK Most Federal Open Market Committee members see no interest rate hikes until at least 2024 despite a sharp upgrade to the growth outlook. Retail sales weakened on the back of frigid temperatures, but additional…


Financial News for the Week of March 12, 2021

FINANCIAL NEWS HIGHLIGHTS OF THE WEEK One year after the start of global lockdowns, it is starting to feel like the end is finally approaching. The new fiscal package signed into the law will continue to support a stronger economic recovery and the…


Facing down the fear of running out of money in retirement

Facing Down the Fear of Running out of Money in Retirement

Facing Down the Fear of Running out of Money in Retirement Tips to avoid one of the biggest retirement worries that all of us will face Retirement is a major milestone that brings many life changes. One thing that doesn't change for most people: the…


Financial News for the Week of March 5, 2021

FINANCIAL NEWS HIGHLIGHTS OF THE WEEK The ISM indexes diverged in February, with manufacturing improving and services falling on the month. However, both remain well in expansionary territory. Vehicle sales, meanwhile, fell 5.7% to 15.7 million…


Financial News for the Week of February 26, 2021

FINANCIAL NEWS HIGHLIGHTS OF THE WEEK Federal Reserve Chairman Powell reassured markets that there will be no early tightening of monetary policy or drawdown of asset purchases even with a brighter economic outlook. Consumers remain at the…