May 3, 2021 Investment What Are SPACS, and Should I Be Invested in Them? Your Questions Answered SPACs have become a popular investment strategy, raising substantial funds in 2020. But how do SPACs work? And should you be investing in them? Read More
Apr 13, 2021 Retirement Funding Insights 62, 70 or Somewhere In Between? It's Time to Answer the Question Once and For All: When Should I Claim Social Security? Deciding to wait or claim Social Security benefits is a personal decision. Here are some important factors anyone nearing or in retirement should consider now. Read More
Apr 1, 2021 Insights Should You Be Utilizing Donor-Advised Funds in 2021? These 4 Tax Benefits May Help Make Up Your Mind A donor-advised fund can help you maximize your charitable deductions for the year. But did you know it also comes with additional tax benefits? Read on to learn more. Read More
Mar 31, 2021 Investment Market Commentary 1ST QUARTER SUMMARY The first quarter of 2021 showed some volatility but, ultimately, pushed the stock market higher - continuing the trend since the COVID sell-off last spring. By quarter end the Dow, S&P 500, and Nasdaq all reached new record highs… Read More
Mar 15, 2021 Insights Something New A Federal Wealth Tax Has Been Introduced in the Senate. Here's What Affluent Families Need to Know On March 1, the Ultra-Millionaire Tax Act was introduced. If passed, certain affluent families could see their tax obligation increase. Read More
Mar 1, 2021 Insights Your 2021 Tax Filing Season To-Do List Tax season can be stressful. Keep things simple with this 2021 tax season to-do list. Read More
