Company Stock and Your Retirement Strategy

By Mark Fissel
Posted on August 24th, 2021

The opportunity to acquire company stock — inside or outside a workplace retirement plan — can be a lucrative employee benefit. Your compensation may include […]

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May 2021 Market Recap

By Clint Edgington
Posted on June 8th, 2021

General market trends continued to hold in May as data pointed to a strong economy, with the US Purchasing Managers’ Indices for both manufacturing and […]

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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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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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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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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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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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Opportunity Zone Investment Deadline Extended

By Anne Zavaglia
Posted on February 2nd, 2021

Typically, taxpayers that want to defer paying taxes on capital gains must reinvest their realized gain into a Qualified Opportunity Zone Fund within a 180 […]

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Turbulent Times: Bear Markets Come and Go

By Mark Fissel
Posted on July 1st, 2020

The longest bull market in history lasted almost 11 years before coronavirus fears and the realities of a seriously disrupted U.S. economy brought it to […]

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April Fools! S&P continues bounceback for a 17% gain

By Clint Edgington
Posted on May 1st, 2020

March was the longest year, but April seemed like a quick week.  The S&P’s 17% gain for April made it the best April in several […]

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