September 2021: The Bull Market Continues
The bull market continues, with the S&P 500 Index now up seven months in a row. Stocks have impressively gained 20% year-to-date, with the S&P 500 making 53 new all-time Continue Reading →
Real Estate Is Booming. Is a Bust Ahead?
Anyone looking to buy or sell a home lately has probably been hit by sticker shock. Residential real estate prices have gone through the roof, increasing at rates unseen since Continue Reading →
Just in Time for Summer: A Remarkable Recovery
Dear Clients and Friends: As we move into June, a path to normalcy is coming quickly with stadiums allowing full capacity, restaurants filling up, and summer vacations in full swing. Continue Reading →
Handling Retirement Shortfalls
How to address retirement savings that aren’t stacking up. No matter your age or background, saving for retirement is a common concern. Will yours be the storybook future, one spent Continue Reading →
Sell in May and Go Away?
Dear Clients and Friends: As the calendar has turned to May, the popular “Sell in May and Go Away” stock market cliché is getting a lot of airtime. This is Continue Reading →
Happy Financial Literacy Month
April is Financial Literacy Month, a time to raise awareness about the need for financial education. April 2021 marks the 19th annual Financial Literacy Month, a nationwide effort to raise Continue Reading →
Celebrate Giving Back During National Volunteer Week
Honor those who serve and inspire us to serve, April 18-24, 2021. Supporting those in need is one of the most rewarding things we can do. We offer support to Continue Reading →
Heading Back Toward Normal
Dear Clients and Friends: It’s now been over a year since COVID-19 first hit American shores. While the pandemic has affected everyone to varying degrees, we can all agree that Continue Reading →
Time to Tune Up Your Financial Plan
There are fundamental steps you can take to get on track with your financial plan. Planning for your financial future is a critical endeavor, yet one that many overlook or Continue Reading →
The Lifetime Gift Tax Exemption and Annual Gift Tax Exclusion
There are tax-free limits on what you can gift in a year and during your lifetime. While it may feel better to give than to receive, the former may carry Continue Reading →