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Third Quarter Market Review
By Clint EdgingtonPosted on October 12th, 2021
Broad markets have enjoyed a buoyant 2021, with bonds being the only major segment of the market to show a loss. The buoyancy, however, did […]
Learn MoreSeptember 2021
By Mark FisselPosted on September 20th, 2021
Monthly Market Recap Equity markets worldwide continued their positive momentum as reopening continues, with a number of developed markets further lifting restrictions in the face […]
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By Clint EdgingtonPosted on September 7th, 2021
Equity markets worldwide continued their positive momentum as reopening continues, with a number of developed markets further lifting restrictions in the face of continued concerns […]
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By Clint EdgingtonPosted on June 8th, 2021
General market trends continued to hold in May as data pointed to a strong economy, with the US Purchasing Managers’ Indices for both manufacturing and […]
Learn MoreNew Legislation to Increase Retirement Saving
By Anne ZavagliaPosted on June 7th, 2021
Retirement saving continues to be a pressing issue for most Americans, as many reach retirement age with little to no savings. The SECURE Act, which […]
Learn MoreApril 2021 Market Recap
By Clint EdgingtonPosted on May 6th, 2021
April continued the streak of strong performance across most asset classes, with the S&P 500 clocking in at an 11.3% gain for the year. While […]
Learn MoreChanges In Store for Estate & Gift Tax Planning
By Anne ZavagliaPosted on May 3rd, 2021
By Anne Zavaglia, CFP® & Clint Edgington, CFA There are several bills that have been introduced in the Senate that would have a serious impact […]
Learn MoreMarch 2021 Market Recap
By Clint EdgingtonPosted on April 5th, 2021
The gradual economic growth discussed last month showed signs of accelerating in March. Employers hired more, with January and February’s employment gains of +545k being […]
Learn MorePaycheck Protection Program Extended
By Anne ZavagliaPosted on April 5th, 2021
The Paycheck Protection Program has been extended to June 30, 2021. The American Rescue Plan provided an additional $7.25 billion in funding to the program. […]
Learn MoreFebruary 2021 Market Recap: Continuing Trends
By Clint EdgingtonPosted on March 2nd, 2021
February was a quiet month in the markets, continuing trends that have been in place since December. Economic expansion seems to be continuing, with positive […]
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