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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Should you take advantage of a Roth 401(k)?

By Anne Zavaglia
Posted on July 7th, 2021

If you have a 401(k) or other workplace retirement plan that offers a Roth option, you should consider taking advantage of it. Unlike pre-tax deferrals, […]

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Life Insurance Beneficiary Mistakes to Avoid

By Mark Fissel
Posted on July 7th, 2021

Life insurance has long been recognized as a useful way to provide for your heirs and loved ones when you die. Naming your policy’s beneficiaries […]

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Don’t Let Debt Derail Your Retirement

By Mark Fissel
Posted on July 7th, 2021

Debt poses a growing threat to the financial security of many Americans — and not just college graduates with exorbitant student loans. Recent studies by […]

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May 2021 Market Recap

By Clint Edgington
Posted on June 8th, 2021

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

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