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$1.2 Trillion Bipartisan Infrastructure Plan
By Anne ZavagliaPosted on August 3rd, 2021
Senate Democrats and Republicans came together at the end of July to begin working on an infrastructure spending plan with bipartisan support. The full text […]
Learn MoreSmall Business Tax Fairness Act
By Anne ZavagliaPosted on July 30th, 2021
The Small Business Tax Fairness Act, introduced in July by Senate Finance Committee Chair Ron Wyden, D-Ore., would expand eligibility for middle-income “service” business owners […]
Learn MorePPP Loan Forgiveness Made Easier
By Anne ZavagliaPosted on July 30th, 2021
The Small Business Administration (SBA) is opening an online “Direct Forgiveness” portal starting August 4th, 2021. The portal will simplify the forgiveness process for borrowers […]
Learn MoreTips for Managing an Inheritance
By Mark FisselPosted on July 29th, 2021
As the beneficiary of an inheritance, you will likely be faced with making important decisions during an emotional time. Short of meeting any required tax […]
Learn More2021 Child Tax Credit
By Anne ZavagliaPosted on July 29th, 2021
The American Rescue Plan, signed into law by President Biden this past March, increases the child tax credit for 2021 for many taxpayers. Those with […]
Learn MoreStock Market Risks in the Spotlight
By Mark FisselPosted on July 29th, 2021
During March 2021, the widening availability of COVID-19 vaccinations, signs of improving economic conditions, and a third, $1.9 trillion stimulus package brought about more optimistic […]
Learn MoreJuly 2021 Monthly Market Recap
By Mark FisselPosted on July 16th, 2021
Monthly Market Recap from Clint Edgington, CFA June saw a continuation of the global economic rebound scattered with supply chain constraints and inflationary pressures that has […]
Learn MoreJune 2021 Monthly Market Recap
By Mark FisselPosted on July 16th, 2021
Monthly Market Recap from Clint Edgington, CFA General market trends continued to hold in May as data pointed to a strong economy, with the US Purchasing […]
Learn MoreJune 2021 Market Recap
By Mark FisselPosted on July 7th, 2021
By Clint Edgington, CFA June saw a continuation of the global economic rebound scattered with supply chain constraints and inflationary pressures that has characterized 2021, […]
Learn MoreShould you take advantage of a Roth 401(k)?
By Mark FisselPosted on July 7th, 2021
By Anne Zavaglia, CFP® If you have a 401(k) or other workplace retirement plan that offers a Roth option, you should consider taking advantage of […]
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