September 2020

By Mark Fissel
Posted on September 4th, 2020

Monthly Market Recap from Clint Edgington, CFA In our last market update, we felt the market is constantly trying to handicap “how the COVID-19 Pandemic will be solved, when…, and how much permanent […]

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August 2020 Monthly Recap

By Mark Fissel
Posted on August 5th, 2020

Monthly Market Recapfrom Clint Edgington, CFA July markets continued general trends already present in equity markets.  The S&P 500 returned 5% while fixed income markets […]

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July 2020 Monthly Recap

By Mark Fissel
Posted on July 15th, 2020

In this issue: Monthly Market Recap 2019 Tax Filing Deadline is July 15 Thinking About a Roth Conversion this Year? Turbulent Times: Bear Markets Come and […]

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2020 Q2 Market Recap

By Clint Edgington
Posted on July 2nd, 2020

The markets have quickly taken into account optimistic news on the new case counts, vaccine front, and amazing amounts of fiscal and monetary stimulus, posting […]

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June 2020 Monthly Recap

By Mark Fissel
Posted on June 3rd, 2020

Monthly Market Recapfrom Clint Edgington, CFA 2020 continues to be a tumultuous year.  While we are still figuring out the impacts of Covid-19 we now are […]

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May 2020 Monthly Recap

By Mark Fissel
Posted on May 4th, 2020

Fiscal Stimulus Coronavirus Distributions from Workplace Retirement Plans By Anne Zavaglia, CFP® Relief may be available for employees impacted by Covid-19. The Coronavirus Aid, Relief, and Economic […]

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April 2020 Monthly Recap

By Mark Fissel
Posted on April 3rd, 2020

The coronavirus has impacted all of our lives significantly and there are many programs that could directly impact your business and lives that require immediate […]

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March 2020 Monthly Recap

By Mark Fissel
Posted on March 9th, 2020

Market Reaction to Coronavirus By Clint Edgington, CFA 2019 Income Tax Returns Tax filing season is here again. If you haven’t done so already, you’ll […]

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February 2020 Monthly Recap

By Mark Fissel
Posted on February 5th, 2020

When President Trump signed the SECURE Act at the end of 2019, it could easily have escaped your notice during the holiday season. While time […]

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January 2020 Monthly Recap

By Mark Fissel
Posted on January 6th, 2020

The SECURE Act Signed into Lawby Anne Zavaglia, CFP® President Trump signed the Setting Every Community Up for Retirement Enhancement Act, better known as the […]

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