Charitable Giving Can Be a Family Affair

By Mark Fissel
Posted on November 30th, 2021

As families grow in size and overall wealth, a desire to “give back” often becomes a priority. Cultivating philanthropic values can help foster responsibility and […]

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401(k) and IRA: A Combined Savings Strategy

By Mark Fissel
Posted on November 30th, 2021

Contributing to an employer-sponsored retirement plan or an IRA is a big step on the road to retirement, but contributing to both can significantly boost […]

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October 2021 Market Review

By Clint Edgington
Posted on November 15th, 2021

After September’s retreat, stocks surged in October as the S&P 500 recorded its best month of the year as corporate earnings showed strength and congressional […]

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$1.2T Infrastructure Bill passes while the Build Back Better Act still hangs on the line

By Anne Zavaglia
Posted on November 8th, 2021

The Infrastructure Bill passed in the House late Friday, and is expected to go to President Biden to be signed into law. The Infrastructure bill, […]

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Is Your Business Eligible for the Research and Development Tax Credit?

By Mark Fissel
Posted on October 28th, 2021

Has your business encountered and solved technological challenges in recent years? Maybe you invested in software development, re-engineered manufacturing processes, or performed laboratory testing. If […]

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Year-End 2021 Tax Tips

By Mark Fissel
Posted on October 28th, 2021

Here are some things to consider as you weigh potential tax moves before the end of the year. Defer Income to Next Year Consider opportunities […]

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Should You Speed Up Your Retirement Plans?

By Mark Fissel
Posted on October 28th, 2021

According to a March 2021 survey, an estimated 2.8 million Americans ages 55 and older decided to file for Social Security benefits earlier than they […]

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October 2021

By Mark Fissel
Posted on October 22nd, 2021

Third Quarter Market Review from Clint Edgington, CFABroad markets have enjoyed a buoyant 2021, with bonds being the only major segment of the market to […]

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Third Quarter Market Review

By Clint Edgington
Posted 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 […]

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Is a High-Deductible Health Plan Right for You?

By Mark Fissel
Posted on September 29th, 2021

In 2020, 31% of U.S. workers with employer-sponsored health insurance had a high-deductible health plan (HDHP), up from 24% in 2015.1 These plans are also […]

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