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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Is Your Home Office Also a Tax Shelter?

By Mark Fissel
Posted on April 5th, 2021

The pandemic ushered in the age of video meetings, providing a glimpse into many kinds of home workspaces. For many workers, a dedicated home office […]

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Should You Convert Your Term Life to Permanent Life Insurance?

By Mark Fissel
Posted on April 5th, 2021

Term life insurance provides life insurance coverage for a specific time period (the term). The face amount of the policy is paid if you die […]

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March 2021 Market Recap

By Clint Edgington
Posted on April 5th, 2021

The gradual economic growth discussed last month showed signs of accelerating in March.  Employers hired more, with January and February’s employment gains of +545k being […]

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Paycheck Protection Program Extended

By Anne Zavaglia
Posted on April 5th, 2021

The Paycheck Protection Program has been extended to June 30, 2021.  The American Rescue Plan provided an additional $7.25 billion in funding to the program.  […]

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March 2021

By Mark Fissel
Posted on March 11th, 2021

Monthly Market Recap February was a quiet month in the markets, continuing trends that have been in place since December.  Economic expansion seems to be […]

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February 2021

By Mark Fissel
Posted on March 11th, 2021

Monthly Market Recap Frankly, not much happened in the markets last month.  With a new President and Congress shifting power, it’s an odd time for […]

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January 2021

By Mark Fissel
Posted on March 11th, 2021

2020 Annual Market Recap 2020 will always be remembered as a tumultuous year.  When we write out the events that occurred, it’s hard to flesh […]

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December 2020

By Mark Fissel
Posted on March 11th, 2021

Monthly Market Recap from Clint Edgington, CFA In a year that the markets were driven by Covid, November may be remembered as a turning point.  Three […]

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