“A Trend is a trend. But the question is, will it bend? Will it alter its course through some unforeseen force and come to a premature end?” -Alexander Cairncross[1]

By Clint Edgington
Posted on January 7th, 2022

2021 Post Covid Trend Continues: Inflation, Blistering Stock Prices, Bonds Hurt As is usually the case, the headlines of a year that are memorable are […]

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Charitable Giving Can Be a Family Affair

By Mark Fissel
Posted on November 30th, 2021

As families grow in size and overall wealth, a desire to “give back” often becomes a priority. Cultivating philanthropic values can help foster responsibility and […]

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401(k) and IRA: A Combined Savings Strategy

By Mark Fissel
Posted on November 30th, 2021

Contributing to an employer-sponsored retirement plan or an IRA is a big step on the road to retirement, but contributing to both can significantly boost […]

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$1.2T Infrastructure Bill passes while the Build Back Better Act still hangs on the line

By Anne Zavaglia
Posted on November 8th, 2021

The Infrastructure Bill passed in the House late Friday, and is expected to go to President Biden to be signed into law. The Infrastructure bill, […]

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Is Your Business Eligible for the Research and Development Tax Credit?

By Mark Fissel
Posted on October 28th, 2021

Has your business encountered and solved technological challenges in recent years? Maybe you invested in software development, re-engineered manufacturing processes, or performed laboratory testing. If […]

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October 2021

By Mark Fissel
Posted on October 22nd, 2021

Third Quarter Market Review from Clint Edgington, CFABroad markets have enjoyed a buoyant 2021, with bonds being the only major segment of the market to […]

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Third Quarter Market Review

By Clint Edgington
Posted on October 12th, 2021

Broad markets have enjoyed a buoyant 2021, with bonds being the only major segment of the market to show a loss. The buoyancy, however, did […]

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September 2021

By Mark Fissel
Posted on September 20th, 2021

Monthly Market Recap Equity markets worldwide continued their positive momentum as reopening continues, with a number of developed markets further lifting restrictions in the face […]

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August Market Recap

By Clint Edgington
Posted on September 7th, 2021

Equity markets worldwide continued their positive momentum as reopening continues, with a number of developed markets further lifting restrictions in the face of continued concerns […]

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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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