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Past Commentary & Articles

Market Commentary
January 20, 2022
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COVID-19 cases spiked to all-time highs, however, deaths and length of hospitalizations remained below last year’s peak. Meanwhile, inflation accelerated every month since September. Equity markets continued to climb as the S&P 500 achieved 70 all-time highs in 2021.

Market Commentary
January 19, 2022
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Last year, stocks went up and became less expensive at the same time. The S&P 500 finished the year up nearly 29% and its price-to-earnings ratio started the year at 29.9 and ended the year several points lower. If you’re wondering how this is possible, read on.

Article
January 19, 2022
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As you manage your finances, keeping benchmarks can help you stay on track. You may watch your credit score to measure how you’re doing financially. But there’s another number that can also help determine your financial health: your net worth.

Article
January 13, 2022
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It isn’t often we get good news from the IRS, but if you’re one of the many older Americans who must take a required minimum distribution (RMD) from your qualified retirement plan this year, your year just got off to a great start.

Article
January 5, 2022
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There’s no time like the present to prepare for tax season! We have some reminders from the Internal Revenue Service to help make tax filing easier, along with some special items to consider.

Article
January 5, 2022
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Sometimes saving on your taxes is just a matter of knowing that a specific deduction or credit exists. This article explores the various deductions and tax credits you may be eligible to take.