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2024 Year-End Tax Planning Considerations

With the introduction of the new Corporate Transparency Act, entity owners must navigate enhanced reporting requirements in 2024, while the…

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2022 Year In Review
2022 Year In Review

As we kick off the new year, we’re also reflecting on all we accomplished in 2022. Thank you to our…

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Award Disclosures
Award Disclosures

This document is not intended to be taken as investment advice, a recommendation, or an offer or solicitation to purchase…

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Resource Spotlight: Legacy Planner

Every financial plan has an elephant in the room — that being the passing of a family member, spouse, loved…

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Economic and Market Update – Decemeber 2022
Economic and Market Update – Decemeber 2022

In the Fed’s last meeting of 2022, the fed funds rate was hiked by 0.50% to a target range of…

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Economic and Market Update – November 2022
Economic and Market Update – November 2022

Retail sales figures in the U.S. showed an 8.3% increase in October compared to the same time last year. Although…

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Economic and Market Update – October 2022
Economic and Market Update – October 2022

Following two straight quarters of negative growth, U.S. Gross Domestic Product (GDP) rose in the 3rd quarter at a 2.6%…

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Economic and Market Update – September 2022
Economic and Market Update – September 2022

U.S. Initial jobless claims (claims for unemployment insurance) have fallen in 6 of the past 7 weeks and have recently…

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Economic and Market Update – August 2022
Economic and Market Update – August 2022

Federal Reserve Chairman Jerome Powell’s latest speech in Jackson Hole reinforced the Fed’s commitment to bringing down inflation.  He was…

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Economic and Market Update – July 2022
Economic and Market Update – July 2022

The European Central Bank (ECB) surprised markets by hiking interest rates by 0.50% after initially signaling for just 0.25%.  It…

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Economic and Market Update – April 2022
Economic and Market Update – April 2022

U.S. Gross Domestic Product declined by –1.4% in the first quarter, the first contraction since 2020. The decline was driven by…

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Economic and Market Update – March 2022
Economic and Market Update – March 2022

The Federal Reserve raised interest rates for the first time since December 2018 to a range of 0.25% – 0.50%….

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Economic and Market Update – February 2022
Economic and Market Update – February 2022

U.S. Retail Sales rose 3.8% in January, a strong reversal from December’s reading of –2.5%, as the effects of the…

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