July 2021 Market Recap

By Clint Edgington
Posted on August 5th, 2021

The continuation of the re-opening of the U.S. continues to show the health of the U.S. economy even while dealing with various supply chain issues.   […]

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PPP Loan Forgiveness Made Easier

By Anne Zavaglia
Posted on July 30th, 2021

The Small Business Administration (SBA) opened an online “Direct Forgiveness” portal on August 4th.  The portal is designed to simplify the forgiveness  process for borrowers […]

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2020 Annual Market Recap

By Clint Edgington
Posted on January 5th, 2021

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

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Congress Approves New Round of PPP Loans

By Anne Zavaglia
Posted on December 30th, 2020

The latest stimulus bill will provide $284 billion in forgivable Paycheck Protection Program (PPP) loans for small businesses. Hard hit businesses can apply for a […]

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November Market Recap

By Clint Edgington
Posted on December 2nd, 2020

In a year that the markets were driven by Covid, November may be remembered as a turning point.  Three different vaccines for Covid were announced […]

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Expenses Paid with PPP Loan Proceeds Not Deductible

By Anne Zavaglia
Posted on December 1st, 2020

Small businesses that received a Paycheck Protection Program (PPP) Loan are able to have their loan forgiven if the loan proceeds were used for certain […]

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Are You Donating to Charity this Year?

By Anne Zavaglia
Posted 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 […]

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July 2020 Market Recap

By Clint Edgington
Posted on August 3rd, 2020

July markets continued general trends already present in equity markets.  The S&P 500 returned 5% while fixed income markets continued to exhibit caution with yields […]

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The Next Phase of Economic Relief

By Anne Zavaglia
Posted on August 3rd, 2020

As the COVID-19 pandemic continues, Congress has introduced a number of additional economic relief bills to help Americans.  Late last month, Senate Republicans introduced the […]

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2020 Q2 Market Recap

By Clint Edgington
Posted on July 2nd, 2020

The markets have quickly taken into account optimistic news on the new case counts, vaccine front, and amazing amounts of fiscal and monetary stimulus, posting […]

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