Proposed Tax Legislation

By Anne Zavaglia
Posted on September 29th, 2021

The House Ways and Means Committee released their proposed budget reconciliation recommendations in September as part of the Build Back Better Act. The tax legislation […]

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September 2021

By Mark Fissel
Posted on September 20th, 2021

Monthly Market Recap Equity markets worldwide continued their positive momentum as reopening continues, with a number of developed markets further lifting restrictions in the face […]

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August Market Recap

By Clint Edgington
Posted on September 7th, 2021

Equity markets worldwide continued their positive momentum as reopening continues, with a number of developed markets further lifting restrictions in the face of continued concerns […]

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401(k) Lifetime Income Illustrations

By Anne Zavaglia
Posted on September 3rd, 2021

The SECURE Act, signed into law in 2019, requires sponsors of 401(k), and similar workplace retirement plans, to include two lifetime income illustrations at least once […]

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$3.5 Billion Budget Plan Gets House Approval

By Anne Zavaglia
Posted on August 26th, 2021

The House passed a $3.5 trillion budget resolution this week, and set forth plans to vote on the bipartisan infrastructure bill by the end of […]

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Company Stock and Your Retirement Strategy

By Mark Fissel
Posted on August 24th, 2021

The opportunity to acquire company stock — inside or outside a workplace retirement plan — can be a lucrative employee benefit. Your compensation may include […]

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Grandparent 529 Plans Get a Boost Under New FAFSA Rules

By Mark Fissel
Posted on August 24th, 2021

529 plans are a favored way to save for college due to the tax benefits and other advantages they offer when funds are used to […]

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August 2021

By Mark Fissel
Posted on August 11th, 2021

Monthly Market Recap The continuation of the re-opening of the U.S. continues to show the health of the U.S. economy even while dealing with various […]

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July 2021 Market Recap

By Clint Edgington
Posted on August 5th, 2021

The continuation of the re-opening of the U.S. continues to show the health of the U.S. economy even while dealing with various supply chain issues.   […]

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$1.2 Trillion Bipartisan Infrastructure Plan

By Anne Zavaglia
Posted 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 […]

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