Over the past 12 months, we have endured a global pandemic resulting in numerous deaths and hospitalizations, mass layoffs, a sinking economy, and a contentious presidential election. Our lives and...
Jan 20, 2021 | 5 minute read
Updates as of March 30th 2021:
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On March 29th, the IRS announced the deadline to make 2020 contributions to individual retirement accounts and HSAs has been extended to May 17th. This is the...
Dec 3, 2020 | 13 minute read
The Markets (as of market close November 30, 2020)
Despite a downturn on the last day of the month, stocks rebounded impressively in November from a moribund performance in October. Several of the...
Nov 10, 2020 | 12 minute read
The Markets (as of market close October 30, 2020)
Stocks fell for the second consecutive month in October as rising COVID-19 cases and related deaths shunted signs of an economic rebound. The...
Oct 26, 2020 | 7 minute read
It seems like only yesterday you were bandaging scraped knees and waving at the school bus, and now it's time for your child to choose a college. You may think a hands-off approach is best to...
Oct 20, 2020 | 12 minute read
The Markets (third quarter through September 30, 2020)
July kicked off the third quarter with a bang as stocks surged throughout much of the month. Investors were encouraged by solid employment...
Sep 17, 2020 | 6 minute read
It’s hard to predict what could, and when something might, happen to the stock market – it’s constantly changing. There’s importance in realizing the stock market will have its ups and downs. Let’s...
Sep 9, 2020 | 11 minute read
The Markets (as of market close August 31, 2020)
The positive run for stocks continued in August as the major market indexes regularly reached all-time highs. While investors remained bullish...
Aug 24, 2020 | 9 minute read
What does your retirement look like? Traveling to and from your beach house along the coast? Uninterrupted time with friends and family? Working part-time to keep busy? However you picture yourself,...
Aug 21, 2020 | 20 minute read
Stocks posted gains in July in spite of gloomy news on the economic and pandemic fronts. Investors continued to trust equities despite the gross domestic product falling nearly 33.0% in the...
