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“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 EdgingtonPosted 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 […]
Learn MoreCharitable Giving Can Be a Family Affair
By Mark FisselPosted 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 […]
Learn More401(k) and IRA: A Combined Savings Strategy
By Mark FisselPosted 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 […]
Learn More$1.2T Infrastructure Bill passes while the Build Back Better Act still hangs on the line
By Anne ZavagliaPosted 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, […]
Learn MoreIs Your Business Eligible for the Research and Development Tax Credit?
By Mark FisselPosted 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 […]
Learn MoreOctober 2021
By Mark FisselPosted 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 […]
Learn MoreThird Quarter Market Review
By Clint EdgingtonPosted 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 […]
Learn MoreSeptember 2021
By Mark FisselPosted 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 […]
Learn MoreAugust Market Recap
By Clint EdgingtonPosted 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 […]
Learn MoreMay 2021 Market Recap
By Clint EdgingtonPosted 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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