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November 2020
By Mark FisselPosted on March 11th, 2021
Monthly Market Recap from Clint Edgington, CFA Writing these market reviews is a humbling experience and solidifies our hesitance to predict what markets will do in […]
Learn MoreTax Filing Due Date Extended
By Anne ZavagliaPosted on March 2nd, 2021
The IRS has extended the Federal Tax Filing deadline for individuals to May 17, 2021! State taxes are still due April 15, unless your state […]
Learn MoreA Financial Wellness Plan Can Help Pave the Road to Retirement
By Mark FisselPosted on March 1st, 2021
If we’ve learned any lesson over the past year, it’s that no matter how carefully we plan and prepare, we’ll likely encounter unexpected hurdles. While […]
Learn MoreKey Retirement and Tax Numbers for 2021
By Anne ZavagliaPosted on February 2nd, 2021
Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts. […]
Learn MoreCOVID-19 and the Importance of Disability Income Insurance
By Mark FisselPosted on February 1st, 2021
The prospect of being unable to work due to an illness or injury may seem remote to many of us, particularly during our younger working […]
Learn MoreAre Value Stocks Poised for a Comeback?
By Mark FisselPosted on February 1st, 2021
Growth stocks have dominated the market for the last decade, led by tech giants and other fast-growing companies. While it’s possible this trend may continue, […]
Learn More2020 Annual Market Recap
By Clint EdgingtonPosted on January 5th, 2021
2020 will always be remembered as a tumultuous year. When we write out the events that occurred, it’s hard to flesh that against the blistering […]
Learn MoreEstate Planning Strategies in a Low-Interest-Rate Environment
By Mark FisselPosted on January 4th, 2021
The federal government requires the use of certain interest rates (published by the IRS) to value various items used in estate planning, such as an […]
Learn MoreSequence Risk: Preparing to Retire in a Down Market
By Mark FisselPosted on January 4th, 2021
“You can’t time the market” is an old maxim, but you also might say, “You can’t always time retirement.” Market losses on the front end […]
Learn MoreFour Steps to Rebuilding Your Business
By Mark FisselPosted on December 1st, 2020
Few business owners have escaped the financial effects of stay-at-home orders, new safety protocols, and consumer fears related to the pandemic. Even if you took […]
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