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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Changes In Store for Estate & Gift Tax Planning

By Anne Zavaglia
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

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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Paycheck Protection Program Extended

By Anne Zavaglia
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

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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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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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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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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October Market Review

By Clint Edgington
Posted on November 2nd, 2020

Writing these market reviews is a humbling experience and solidifies our hesitance to predict what markets will do in the short term.  Most months, it’s […]

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Q3 2020 Market Recap

By Clint Edgington
Posted on October 1st, 2020

This quarter enjoyed broad economic optimism, as jobless claims decreased (though obviously still elevated), manufacturing continued its rebound, and COVID-19 case counts decreased off the […]

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