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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Small Business Tax Fairness Act

By Anne Zavaglia
Posted 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 […]

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PPP Loan Forgiveness Made Easier

By Anne Zavaglia
Posted on July 30th, 2021

The Small Business Administration (SBA) opened an online “Direct Forgiveness” portal on August 4th.  The portal is designed to simplify the forgiveness  process for borrowers […]

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Tips for Managing an Inheritance

By Mark Fissel
Posted 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 […]

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2021 Child Tax Credit

By Anne Zavaglia
Posted 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 […]

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Stock Market Risks in the Spotlight

By Mark Fissel
Posted 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 […]

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July 2021

By Mark Fissel
Posted on July 16th, 2021

Monthly Market Recap June saw a continuation of the global economic rebound scattered with supply chain constraints and inflationary pressures that has characterized 2021, with […]

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June 2021

By Mark Fissel
Posted on July 16th, 2021

Monthly Market Recap General market trends continued to hold in May as data pointed to a strong economy, with the US Purchasing Managers’ Indices for […]

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June 2021 Market Recap

By Mark Fissel
Posted 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, […]

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