Decisions, Decisions: Weighing the Pros and Cons of an IRA Rollover

By Mark Fissel
Posted on June 1st, 2021

If you lose a job, switch employers, or step into retirement, you might consider rolling your retirement plan savings into an IRA. But this isn’t […]

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Considerations When Making Gifts to Children

By Mark Fissel
Posted on June 1st, 2021

If you make significant gifts to your children or someone else’s children (perhaps a grandchild, a nephew, or a niece), or if someone else makes […]

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May 2021

By Mark Fissel
Posted on May 6th, 2021

Monthly Market Recap April continued the streak of strong performance across most asset classes, with the S&P 500 clocking in at an 11.3% gain for […]

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April 2021 Market Recap

By Clint Edgington
Posted on May 6th, 2021

April continued the streak of strong performance across most asset classes, with the S&P 500 clocking in at an 11.3% gain for the year.  While […]

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Changes In Store for Estate & Gift Tax Planning

By Anne Zavaglia
Posted on May 3rd, 2021

By Anne Zavaglia, CFP® & Clint Edgington, CFA There are several bills that have been introduced in the Senate that would have a serious impact […]

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How Well Do You Understand Retirement Plan Rules?

By Mark Fissel
Posted on April 30th, 2021

Qualified retirement plans, such as IRAs and 401(k)s, have many rules, and some of them can be quite complicated. Take the following quiz to see […]

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Growing Interest in Socially Responsible Investing

By Mark Fissel
Posted on April 30th, 2021

U.S. assets invested in socially responsible strategies topped $17.1 trillion at the start of 2020, up 42% from two years earlier. Sustainable, responsible, and impact […]

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Tax Increases on the Horizon

By Anne Zavaglia
Posted on April 30th, 2021

President Biden has been a proponent of raising taxes on those earning more than $400k per year. This is in addition to reverting the Estate […]

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April 2021

By Mark Fissel
Posted on April 6th, 2021

Monthly Market Recap The gradual economic growth discussed last month showed signs of accelerating in March.  Employers hired more, with January and February’s employment gains […]

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Real Estate for Income and Diversification

By Mark Fissel
Posted on April 5th, 2021

An estimated 145 million Americans own real estate investment trusts (REITs) in their retirement accounts and other investment funds.1 The primary appeal of REITs is […]

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