Welcome to 2021! We hope that you and your family had an enjoyable holiday season. Once again, our primary goal this year is to continue our tradition of helping clients pursue their personal financial goals.
Quarterly Market Review: July-September 2020 July kicked off the third quarter with a bang as stocks surged throughout much of the month. Investors were encouraged by solid employment growth, a rise in personal income and consumer spending, a surge in the housing sector, and an increase in industrial production.
Proactive Year-end Tax Planning for 2020 and Beyond 2020 was an unusual year that had several major legislative bills passed that could have an impact on your taxes.
The Markets (First Quarter through March 31, 2020) The world’s economies and stock markets have been rocked by the spread of COVID-19. Investors’ fears prompted a major sell-off in February and March, plunging stocks well below their 2019 closing marks. Nevertheless, 2020 started off in a positive way.