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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November 2020

By Mark Fissel
Posted on March 11th, 2021

Monthly Market Recap from Clint Edgington, CFA Writing these market reviews is a humbling experience and solidifies our hesitance to predict what markets will do in […]

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October 2020

By Mark Fissel
Posted on March 11th, 2021

Monthly Market Recap from Clint Edgington, CFA This quarter enjoyed broad economic optimism, as jobless claims decreased (though obviously still elevated), manufacturing continued its rebound, and […]

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The IRS Provides Guidance on the Employee Retention Credit

By Anne Zavaglia
Posted on March 2nd, 2021

The Internal Revenue Service (IRS) released new guidance this week for employers that are claiming the Employee Retention Credit for 2020. The guidance applies to […]

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February 2021 Market Recap: Continuing Trends

By Clint Edgington
Posted on March 2nd, 2021

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

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Tax Filing Due Date Extended

By Anne Zavaglia
Posted on March 2nd, 2021

The IRS has extended the Federal Tax Filing deadline for individuals to May 17, 2021! State taxes are still due April 15, unless your state […]

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Tax Filing Information for Coronavirus Distributions

By Mark Fissel
Posted on March 1st, 2021

In March 2020, Congress passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act. The legislation included a provision that allowed qualified retirement plan participants […]

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A Financial Wellness Plan Can Help Pave the Road to Retirement

By Mark Fissel
Posted on March 1st, 2021

If we’ve learned any lesson over the past year, it’s that no matter how carefully we plan and prepare, we’ll likely encounter unexpected hurdles. While […]

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January 2021 Market Recap: Predictability!

By Clint Edgington
Posted on February 2nd, 2021

Frankly, not much happened in the markets last month.  With a new President and Congress shifting power, it’s an odd time for nothing major to […]

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