Is Your Home Office Also a Tax Shelter?

By
Posted on April 5th, 2021

The pandemic ushered in the age of video meetings, providing a glimpse into many kinds of home workspaces. For many workers, a dedicated home office […]

Learn More

Should You Convert Your Term Life to Permanent Life Insurance?

By
Posted on April 5th, 2021

Term life insurance provides life insurance coverage for a specific time period (the term). The face amount of the policy is paid if you die […]

Learn More

March 2021

By
Posted on March 11th, 2021

Monthly Market Recap February was a quiet month in the markets, continuing trends that have been in place since December.  Economic expansion seems to be […]

Learn More

February 2021

By
Posted on March 11th, 2021

Monthly Market Recap Frankly, not much happened in the markets last month.  With a new President and Congress shifting power, it’s an odd time for […]

Learn More

January 2021

By
Posted on March 11th, 2021

2020 Annual Market Recap 2020 will always be remembered as a tumultuous year.  When we write out the events that occurred, it’s hard to flesh […]

Learn More

December 2020

By
Posted on March 11th, 2021

Monthly Market Recap from Clint Edgington, CFA In a year that the markets were driven by Covid, November may be remembered as a turning point.  Three […]

Learn More

November 2020

By
Posted 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 More

October 2020

By
Posted on March 11th, 2021

Monthly Market Recap from Clint Edgington, CFA This quarter enjoyed broad economic optimism, as jobless claims decreased (though obviously still elevated), manufacturing continued its rebound, and […]

Learn More

Tax Filing Information for Coronavirus Distributions

By
Posted on March 1st, 2021

In March 2020, Congress passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act. The legislation included a provision that allowed qualified retirement plan participants […]

Learn More

A Financial Wellness Plan Can Help Pave the Road to Retirement

By
Posted 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 More