May 2021 Market Recap

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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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New Legislation to Increase Retirement Saving

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Posted on June 7th, 2021

Retirement saving continues to be a pressing issue for most Americans, as many reach retirement age with little to no savings. The SECURE Act, which […]

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April 2021 Market Recap

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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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Changes In Store for Estate & Gift Tax Planning

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Posted on May 3rd, 2021

By Anne Zavaglia, CFP® & Clint Edgington, CFA There are several bills that have been introduced in the Senate that would have a serious impact […]

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March 2021 Market Recap

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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

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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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February 2021 Market Recap: Continuing Trends

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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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January 2021 Market Recap: Predictability!

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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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2020 Annual Market Recap

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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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November Market Recap

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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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