Monthly Economic Update
U.S. Markets A succession of robust economic reports and a healthy start to the corporate earnings season helped spark an April rally on Wall Street. The Dow Jones Industrial Average…
Retirement In Sight: Are Your Federal Income Taxes Due in May? Maybe, Maybe Not
Are Your Federal Income Taxes Due in May? Maybe, Maybe Not In March, the IRS announced that it was pushing the deadline for 2020 federal tax returns ahead to Monday,…
Monthly Economic Update
U.S. Markets Improved economic conditions and broadened vaccine programs ignited a broad stock market rally in March, though rising treasury yields dragged on technology and high-growth stocks. The Dow Jones…
Retirement In Sight: Need Cash? Avoid Tapping into Your Retirement Account
Need Cash? Avoid Tapping into Your Retirement Account Imagine if your 35-year-old self magically appeared in front of you one day and asked for a percentage of your retirement savings…
Monthly Economic Update
U.S. Markets Stocks notched a solid gain in February thanks to growing optimism surrounding the economic recovery and decreasing number of COVID-19 infections. The Dow Jones Industrial Average led, picking…
Retirement In Sight: Evaluating an Opportunity for an Early Retirement
Evaluating an Opportunity for an Early Retirement The pandemic has hastened the retirement of some baby boomers, and the linked furloughs and layoffs in many industries have led others to…
Monthly Economic Update
U.S. Markets Stocks were mixed in January, giving up much of the month’s gains in the final days of trading, as unprecedented activity in a handful of companies roiled markets.…
Retirement In Sight: To Retire, or Not to Retire?
To Retire, or Not to Retire? For some of us, the coronavirus pandemic has complicated the question of when to retire. As Yahoo! Finance reports, a Harris Poll study conducted…
Monthly Economic Update
U.S. Markets A tumultuous year ended on a positive note as stocks rose in December, spurred by the rollout of multiple COVID-19 vaccines and the signing of a new fiscal…
Retirement In Sight: This Year, There Is More Incentive to Give
This Year, There Is More Incentive to Givet When the Coronavirus Aid, Relief, and Economic Security (CARES) Act became law in March, it broadened charitable tax deduction opportunities. These special…