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Tuesday, February 27, 2024

The S&P 500 finished the week higher by 1.7%, while international developed (MSCI EAFE) and emerging markets (MSCI EM) notched similar gains. Minutes from the January FOMC meeting showed Fed members remain sensitive to inflationary...

Monday, February 12, 2024

The stock market experienced solid gains last week, concluding the trading week on a positive note, thanks to robust corporate reports and favorable inflation news; this propelled the S&P 500 Index to achieve a new record high at the...

Tuesday, January 16, 2024

Stocks pushed higher last week, led by big tech names and boosted by December inflation reports that were mixed but positive enough to shore up investor confidence in Fed rate cuts this year. Stocks Rock and Roll It was a rocky week...

Monday, December 18, 2023

Fed Chair Powell finally made his much-anticipated “pivot” at the close of the Fed’s two-day December meeting, saying he sees short-term rates heading lower next year. Perhaps much lower. Surprised but excited, the...

Monday, December 18, 2023

Markets reacted positively last week to cooler inflation and the idea of potential rate cuts next year, adding to the gains of the market’s year-end rally. The Dow Jones Industrial Average rose 2.92%, while the Standard &...

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Monday, December 4, 2023

A Friday rally turned an otherwise mixed week for stocks into a solid performance. The Dow Jones Industrial Average picked up 2.42%, while the Standard & Poor’s 500 gained 0.77%. The Nasdaq Composite index rose 0.38% for the...

Wednesday, November 15, 2023

View this month's planning video as host, Rob Jackson, Vice President of Advisory Solutions at Avantax discusses tax-loss harvesting. Watch Video

Tuesday, November 14, 2023

The Internal Revenue Service recently released updated income tax brackets, standard deduction, and retirement contribution limits for the 2024 tax year. While these taxes are not due for some time, it may benefit you to start...

Monday, November 13, 2023

A powerful Friday rally left stocks higher last week, extending the market’s early November gains. The Dow Jones Industrial Average rose 0.65%, while the Standard & Poor’s 500 advanced 1.31%. The Nasdaq Composite index...

Tuesday, November 7, 2023

Stocks ripped higher last week on a dramatic retreat in bond yields triggered by easing inflation and a slowing labor market. The Dow Jones Industrial Average jumped 5.07%, while the Standard & Poor’s 500 surged 5.85%. The...

Monday, October 30, 2023

Amid a busy week of corporate earnings reports, stocks slumped on cautious earnings guidance, fears of higher interest rates, and growing anxiety over the increasing amount of Treasury bonds and notes coming to market. The Dow Jones...

Sunday, October 22, 2023

You may have heard the idea that the Fed is trying to “thread a needle” with the economy by raising interest rates to slow growth but not cause a recession. Well, we’re at crunch time with that plan. We’re at...

Tuesday, October 17, 2023

The Fed’s ongoing pledge of “higher interest rates for longer” has rattled financial markets and raised the cost of everything from mortgages to credit cards. Now adding to tensions are the recent events in the...

Monday, October 2, 2023

Rising bond yields and government shutdown fears left stocks in mostly negative territory for the week. The Dow Jones Industrial Average lost 1.34%, while the Standard & Poor’s 500 slipped 0.74%. The Nasdaq Composite index was...

Monday, August 28, 2023

Stocks fluctuated last week, jostled by fitful bond yields and headline news, before ending strongly following Fed Chair Powell’s comments on the monetary outlook. The Dow Jones Industrial Average slipped 0.45%, while the...

Monday, August 21, 2023

Stocks extended their August declines last week as higher yields and weak economic data out of China soured investor sentiment. The Dow Jones Industrial Average lost 2.21%, while the Standard & Poor’s 500 retreated 2.11%. The...

Wednesday, August 16, 2023

Why is August a volatile month? One simple reason: many people are on vacation. And when people are out of the office, the financial markets often see less trading, which can cause big price swings following news events. The Fitch...

Monday, August 7, 2023

Stocks retreated last week as bond yields increased following the Treasury's announcement indicating “a larger-than-expected funding need” and a downgrade in the federal government’s debt rating. The Dow Jones...

Monday, July 31, 2023

A Friday surge pushed stocks solidly into positive territory last week, ignited by cooling in an inflation gauge closely tracked by the Federal Reserve. The Dow Jones Industrial Average advanced 0.66%, while the Standard &...

Thursday, July 27, 2023

You may have heard of the cultural craze that's caused a recent box office boom. Dubbed "Barbenheimer," the odd cinematic pairing of Gretta Gerwig's "Barbie" and Christopher Nolan's "Oppenheimer" is proving to be exactly what tinsel...

Monday, May 1, 2023

Strong earnings from several mega-cap technology companies offset renewed regional banking jitters and weak economic data, leaving stocks higher for the week.The Dow Jones Industrial Average gained 0.86%, while the Standard &...

Monday, April 24, 2023

Stocks remained resilient last week amid mixed earnings reports, hawkish Fed-speak, and lingering recession fears, closing out the five trading days with small losses.The Dow Jones Industrial Average slipped 0.23%, while the Standard &...

Wednesday, March 8, 2023

I am an Independent Investment Advisor.What does that mean? What are the benefits? What difference might a relationship with an Independent Investment Advisor make for you and your loved ones?If you work with me:I’ll listen to...

Friday, January 20, 2023

View this month's planning video as host Gene Bell discusses what’s new and important for taxpayers to be aware of as you prepare for filing season. Give us a call and we can help you Watch Video

Monday, January 9, 2023

A strong Friday rally triggered by fresh signs of moderating inflation pushed stocks into positive territory to begin the new year. The Dow Jones Industrial Average rose 1.46%, while the Standard & Poor’s 500 advanced 1.45%....

Monday, November 28, 2022

U.S. stocks traded higher in the holiday-shortened week. Key reports this week will provide clues to the status of inflation and the strength of the labor markets. Read more.

Tuesday, August 30, 2022

We’re entering a tricky time of year: September and October have a reputation for bringing an extra measure of market volatility.Some of the stock market’s most challenging events have hit in September and October, and...

Tuesday, August 30, 2022

A comprehensive sell-off on Friday following comments by Fed Chair Jerome Powell drove stocks to losses for the week.The Dow Jones Industrial Average tumbled 4.22%, while the Standard & Poor's 500 dropped 4.04%. The Nasdaq Composite...

Sunday, August 28, 2022

If you have questions from what your about to read, Call us at 800-TAX-CPA2 (829-2722) we are more than happy to help

Wednesday, June 22, 2022

Summer’s here, and the time is right for vacations, outdoor activities, and fun. It’s also a good time to consider a few financial matters. Here are some questions to ask yourself mid-year.Goals still the same for 2022? Has...

Friday, June 17, 2022

Some gloomy headlines are coming out of Wall Street lately. Have you noticed?In recent days, I’ve read things like “Brace yourself for economic hurricanes” and “Wall Street investor survey paints a dire outlook...

Thursday, June 16, 2022

Your company’s 401k plan is likely the primary tool used by you and your employees to save for retirement.  Run, properly, the plan can also help you tax-efficiently build wealth outside of your business for your retirement...

Thursday, June 16, 2022

On Wednesday afternoon, the Federal Reserve announced it would raise rates by 75 basis points, in line with the markets’ expectations. There was a tremendous amount of investor angst leading up to the meeting in the face of the...

Thursday, June 16, 2022

During periods of market turbulence, I take comfort in one of my favorite Warren Buffett quotes:“Don’t watch the market closely.”The Oracle of Omaha gave this sage advice in 2016, when Brexit, China’s economic...

Monday, June 6, 2022

In a holiday-shortened week of volatile trading, stocks surrendered some of the previous week’s strong gains.The Dow Jones Industrial Average fell 0.94%, while the Standard & Poor’s 500 declined 1.20%. The Nasdaq Composite...

Wednesday, June 1, 2022

The number one question I’m hearing this week is, “When are we going to see the stock market reach a low point?” In spite of recent volatility, my answer remains the same: rather than timing the markets, focus on time...

Thursday, May 26, 2022

As we go into the holiday weekend, I wanted to wish you a safe and happy Memorial Day. For me, Memorial Day is more than the unofficial beginning of summer: it’s a chance to honor those who have sacrificed everything for their...

Monday, May 23, 2022

Thursday, March 17, 2022

Thursday, March 17, 2022

The news out there is driving us crazy. You can't do anything about the world. But my clients know I can help with them with their goals. Reach out to me and let us help you

Monday, February 28, 2022

Monday, February 28, 2022

Wednesday, February 2, 2022

Friday, January 7, 2022

YOUR 4% WITHDRAWAL STRATEGY MAY NOT BE ENOUGH Get the Tax Guidance You Need to Help Live the Retirement You Desire There’s a lot of concern among industry experts about whether the popular 4% withdrawal rule can provide enough income...

Monday, December 13, 2021

Tuesday, December 7, 2021

Monday, November 29, 2021

Hanukkah is a season of light. It’s time to gather together with family and friends, and celebrate the many blessings that we’ve had over the past year. During the darkest time of the year, we bring light into our homes as...

Thursday, August 5, 2021

It’s time for your life insurance check-up. September is National Life Insurance Awareness Month, so it’s a great time to review your coverage.1 If you don’t have any life insurance, you’re not alone. Life...

Monday, March 15, 2021

So you've prepared for your goals and you believe you are on track for your financial goals. That's wonderful. What now?April is Financial Literacy Month. If you haven't put some thought into Asset Protection Strategy, now...

Monday, February 1, 2021

Watch as Martin Landry, Director of Portfolio Management at Avantax, provides an update and recounts the top events that have affected the market and economy in the last several weeks in the January & February Market &...

Monday, January 25, 2021

Every few months, you may hear the phrase “earnings season” as you listen to financial news.But what exactly is “earnings season,” and why is it important to Wall Street?Earnings season is the time when a...

Tuesday, January 12, 2021

American lawmakers have passed the Paycheck Protection Program and Health Care Enhancement Act, a program that will offer small business loans to employers in need of aid as a result of the COVID-19 pandemic.1,2The bill is a $484...

Wednesday, November 18, 2020

As an investor, it can be tempting to get caught up in daily news headlines. Consider how news about the election and COVID-19 vaccines have moved the markets over the past several weeks. But having a financial strategy can help you...

Wednesday, November 18, 2020

News of a COVID-19 vaccine ignited a rally in economically sensitive stocks and a broad retreat in technology companies last week, though enthusiasm was tempered by reports of rising new infections and fresh lockdowns.The Dow Jones...

Tuesday, November 10, 2020

Now that several major news groups have projected Joe Biden the winner of the presidential election—and Congress appears divided with Democrats in control of the House and Republicans the Senate—it’s a good time to...

Tuesday, November 10, 2020

On October 26, the Treasury Department released the 2021 adjusted figures for retirement account savings. Although these adjustments won’t bring any major changes, there are some minor elements to note.401(k)sThe salary deferral...

Friday, November 6, 2020

After many weeks of telegraphing a long and careful ballot count, this week’s election lived up to that prediction in races for the Senate, the House, and the presidency. While Americans voted Tuesday, Wall Street cast its...

Friday, October 16, 2020

It should come as no surprise to hear the economy is the top issue for voters in the 2020 election. Nearly 8 in ten voters say that the economy will be very important to them when they cast their votes.1But when voters say...

Wednesday, August 19, 2020

Stock prices drifted higher in an otherwise quiet news week, as a slowdown in new COVID-19 cases outweighed a Congressional impasse on a new fiscal-spending measure.The Dow Jones Industrial Average gained 1.81%, while the Standard...

Thursday, August 6, 2020

Are you financially prepared for retirement? You’ve spent your working life saving for the time when you can leave your career behind and enjoy your family, pursue hobbies or simply relax on the beach. But are you financially...

Thursday, August 6, 2020

Bringing home a new baby? Are you financially prepared? Having a baby is an incredible experience, but it can also fill you with financial anxiety. No need to worry! Time is on your side. Developing a solid financial plan now...

Wednesday, July 22, 2020

Here’s a quick refresher: a correction is defined as a decline of 10% or greater from a recent high in the financial markets. Corrections can last anywhere from days to months, but few have lasted longer. Recently, we’ve...

Tuesday, July 21, 2020

I hope you and your family are healthy and safe and are enjoying the summer. Please know how much I care and am here for you/them during what continues to be a financially uncertain time for many.I’m reaching out today to...

Tuesday, July 21, 2020

Stocks were mixed last week as investors reacted to positive economic data, progress on a COVID-19 vaccine, and the continued nationwide increase in COVID-19 cases.The Dow Jones Industrial Average gained 2.29%, while the Standard...

Friday, July 17, 2020

Recently, you may have heard that financial industry regulators established a new set of rules designed to guide investors who work with an investment professional. This new set of rules is called “Regulation Best...

Friday, July 17, 2020

Working Hard but Looking Forward to the Next Stage in Life? You’re at that age when you find yourself thinking more and more about retirement. It’s really not that far away. Your kids are planning their careers and...

Tuesday, June 9, 2020

The COVID-19 pandemic has shaken up nearly every aspect of American life. To say it’s been a difficult time would be an understatement. However, difficult times may open doors to new possibilities. Businesses are changing...

Tuesday, June 9, 2020

A positive jobs report sent stocks soaring last Friday, capping a solid week as evidence of a global economic recovery outweighed concerns over civil unrest and tensions with China.The Dow Jones Industrial Average jumped 6.81%, while...

Tuesday, June 2, 2020

The shortened week, which began with a powerful two-day rally of trading, was enough to drive the markets into another week of solid gains.The Dow Jones Industrial Average rose 3.75%, while the Standard & Poor’s 500 advanced...