October 2021 Market Review

By
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 […]

Learn More

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

By
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, […]

Learn More

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

By
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 […]

Learn More

Year-End 2021 Tax Tips

By
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 […]

Learn More

Should You Speed Up Your Retirement Plans?

By
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 […]

Learn More

October 2021

By
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 […]

Learn More

Third Quarter Market Review

By
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 […]

Learn More

Is a High-Deductible Health Plan Right for You?

By
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 […]

Learn More

Women Face Challenges in a Post-Pandemic World

By
Posted on September 29th, 2021

The COVID-19 economic crisis tested the mettle of all Americans, particularly working mothers. Research shows that the pandemic’s impacts on women have been far-reaching and […]

Learn More

Following the Inflation Debate

By
Posted on September 29th, 2021

During the 12 months ending in June 2021, consumer prices shot up 5.4%, the highest inflation rate since 2008.1 The annual increase in the Consumer […]

Learn More