January 17, 2024
Held in January 2024, our 2023 wrap-up and 2024 financial planning webinar covered a number of key topics to ensure that our clients are well informed and equipped for the year ahead. Here are some of the key takeaways from the session: New tax credits for energy efficiency Homeowners eyeing energy-efficient upgrades, such as air-conditioning […]
November 7, 2022
In the third quarter of 2022, the hottest topics were inflation, market swings, and what’s ahead for our economy. In our October 25th, 2022, economic update, we addressed these topics, as well as proposed legislation and what to expect in the upcoming tax season. We also discussed ways to protect your savings and how to […]
August 10, 2022
This has been an interesting year for the markets and economy. There’s been a lot of change and volatility, but it’s nothing we haven’t seen before. In natural business cycles, companies will grow as demand grows. They’ll beef up supplies to meet anticipated demand and do more to capitalize or build more into their buildings […]
June 1, 2022
We are still dealing with COVID. We’ve seen empty shelves and inflation. We’ve watched Build Back Better drift from headlines to the dusty recesses of media memory. We’re staring down a bear market. As a result, our team has had many clients looking at their portfolios, watching the headlines, and raising questions about their investments. […]
February 15, 2022
Whether you’ve been investing in the markets for decades or are just getting started, it’s important to have a future-focused plan that enables you to make informed decisions when economic forces make headlines. News reports don’t always provide an accurate reflection of the economy and investments. Our first webinar of 2022 included a discussion of […]
August 5, 2021
There’s no doubt that the United States economy is still in a recovery phase. The first and second quarters of the year have shown significant economic growth—leading economic indicators are back to their pre-COVID levels. Americans are heading back into the workforce and spending the cash they saved last year. In our second quarter of […]