The S&P 500 Index closed at 3,972.90 on 3/31/21 after rising 4.38% during the month following a 2.76% rise in February. At current levels, the S&P 500 has hit and continues to remain around all-time highs. Out of the 11 sectors that make up the index, all were positive over the month of March. While [...]
Tax Day may have been extended until May 17, 2021 for individuals—but the traditional April 15 deadline still holds for most business owners. In the spirit of optimizing your tax returns whenever they’re due, we’ve put together some tips and reminders that high income earners often forget about. Need a quick overview of these tax [...]
You may have heard the adage that dart-throwing chimps can outperform professional investors when it comes to choosing stocks that will generate return over time. Some experiments even show the monkeys outperforming the market itself. How is this possible? Because as intelligent humans, we think we can predict things, but we are typically wrong more [...]
Click the link below to download 2021 Contribution Limits & Tax Reference
When you think about investing in your children, you probably think of saving for college. Or maybe providing things like a private school education, music lessons, or a trust fund come to mind. But there’s another kind of investment in your children that’s arguably more important than any other you can make—investing in your relationship. [...]
Find Q1 2020 Market Review Slides here.
The US stock market, as represented by the S&P 500, finished up 9.07% on the quarter, adding to a slightly positive return in the third quarter and closing the year up 31.49%.
This summary will provide you with guidance on 2020 Benefit Contribution Limits and tax details.
It has been a whirlwind week with the House voting to impeach the President. What has nearly gotten lost in the news is that the Senate attached the SECURE Act (Setting Every Community Up for Retirement Enhancement) to the December 20 fiscal 2020 spending authorization bill.
The US economy, while slowing, has remained relatively strong as the global economy trudges along. However, the markets, the media and may in the investment community believe that tough times lay ahead both at home and abroad. Click here to read the full article Q3 2019 Economic Review