Category
Are You Donating to Charity this Year?
By Anne ZavagliaPosted on September 30th, 2020
Tax payers that itemize deductions on their federal income tax return can generally deduct gifts to qualified charities. The 2017 tax reform significantly increased the […]
Learn MoreSeptember 2020
By Mark FisselPosted on September 4th, 2020
Monthly Market Recap from Clint Edgington, CFA In our last market update, we felt the market is constantly trying to handicap “how the COVID-19 Pandemic will be solved, when…, and how much permanent […]
Learn MoreAugust 2020 Market Recap
By Clint EdgingtonPosted on September 1st, 2020
In our last market update, we felt the market is constantly trying to handicap “how the COVID-19 Pandemic will be solved, when…, and how much […]
Learn MoreDOL Releases Interim Final Rule on Lifetime Income Disclosures
By Anne ZavagliaPosted on August 31st, 2020
The U.S. Department of Labor (DOL) has released their Interim Final Rule in response to the SECURE Act’s requirement that administrators of defined contribution plans […]
Learn MoreBack-to-College Insurance Needs
By Mark FisselPosted on August 31st, 2020
The COVID-19 crisis has created uncertainty about the college experience this fall, and insurance might not be at the top of your to-do list. But […]
Learn MoreAccumulating Funds for Short-Term Goals
By Mark FisselPosted on August 31st, 2020
Stock market volatility in 2020 has clearly reinforced at least one important investing principle: Short-term goals typically require a conservative investment approach. If your portfolio […]
Learn MoreSurge in COVID-19 Scams
By Mark FisselPosted on August 31st, 2020
Fraudsters and scam artists have always looked for new ways to prey on consumers. Many are now using their tactics to take advantage of consumers’ […]
Learn MorePrinting Money: The Fed’s Bond-Buying Program
By Mark FisselPosted on August 31st, 2020
The Federal Reserve’s unprecedented efforts to support the U.S economy during the COVID-19 pandemic include a commitment by the Federal Open Market Committee (FOMC) to […]
Learn MoreReturn of Premium Life Insurance: Protection and Cash Back
By Mark FisselPosted on August 31st, 2020
You have decided you need life insurance coverage and are considering buying a term policy. But you ask your financial professional, “Do I get any […]
Learn MoreAugust 2020 Monthly Recap
By Mark FisselPosted on August 5th, 2020
Monthly Market Recapfrom Clint Edgington, CFA July markets continued general trends already present in equity markets. The S&P 500 returned 5% while fixed income markets […]
Learn More