Hot Topics

  • 2020 Year-End Tax Tips

    Here are some things to consider as you weigh potential tax moves between now and the end of the year. 1. Defer income to next year Consider opportunities to defer income to 2021, particularly if … Read More

  • Year-End Charitable Giving

    With the holiday season upon us and the end of the year approaching, we pause to give thanks for our blessings and the people in our lives. It is also a time when … Read More

  • The Jobs Recovery: More Work to Be Done

    In April 2020, the U.S. economy lost an astonishing 20.8 million jobs, by far the largest loss recorded in a single month dating back to 1939. To put this in perspective, the second largest monthly … Read More

  • Market Review: November 2020

    The Markets (as of market close November 30, 2020) Despite a downturn on the last day of the month, stocks rebounded impressively in November from a moribund performance in October. Several of the benchmark indexes … Read More

  • IRA and Retirement Plan Limits for 2021

    Many IRA and retirement plan limits are indexed for inflation each year. While some of the limits remain unchanged for 2021, other key numbers have increased. IRA contribution limits  The maximum amount you … Read More

  • Market Review: October 2020

    The Markets (as of market close October 30, 2020) Stocks fell for the second consecutive month in October as rising COVID-19 cases and related deaths shunted signs of an economic rebound. The month began on … Read More

  • Market Month: August 2020

    The Markets (as of market close August 31, 2020) The positive run for stocks continued in August as the major market indexes regularly reached all-time highs. While investors remained bullish toward equities, it wasn't … Read More

  • Market Month: July 2020

    The Markets (as of market close July 31, 2020) Stocks posted gains in July in spite of gloomy news on the economic and pandemic fronts. Investors continued to trust equities despite the gross domestic product … Read More


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