Resources

Gifting Taxes

Charitable Gifting to Lower Your Taxes

As we head towards the end of the year, many consider charitable gifting to support their favorite organizations around the holidays. These meaningful gifts can

Q2 Market Recap

The U.S. stock market continued to climb though the first half of 2021, despite the spread of the new Delta COVID variant globally. In fact,

Tokyo Olympics in Limbo

In recent weeks, there has been a standoff between the International Olympic Committee (IOC) and the Japanese public as to whether the Tokyo Games should

Unbalanced COVID Recovery

– Although there have been some vaccine setbacks, overall, vaccine distribution in the United States has been a success.
– The Bureau of Economic Analysis noted the rise in real GDP reflects the increased spending by American’s
– Now may be an excellent time to re-examine overweight domestic investment portfolios that have peaked as the S&P 500 reached record highs

Tax Filing Deadline Extended to
May 17, 2021

Hello, Please see this timely announcement: https://www.irs.gov/newsroom/tax-day-for-individuals-extended-to-may-17-treasury-irs-extend-filing-and-payment-deadline On March 17th, 2021, the IRS announced that the federal income tax filing due date for individuals for

American Rescue Plan Highlights

The $1.9 trillion American Rescue Plan Act (ARPA) or coronavirus relief bill was passed this week, delivering aid to needy Americans still recovering from the

Why Equities Still Make Sense in 2021

2020 was a remarkable year for the stock market. We saw the Dow tumble 35% in March — many days the decline happening so rapidly

Darkest before dawn

Darkest Before Dawn

Happy New Year! Many of us thought 2021 could not be as eventful as 2020 – we were wrong! It goes to show that you

Gifting Taxes

Charitable Gifting to Lower Your Taxes

As we head towards the end of the year, many consider charitable gifting to support their favorite organizations around the holidays. These meaningful gifts can

Q2 Market Recap

The U.S. stock market continued to climb though the first half of 2021, despite the spread of the new Delta COVID variant globally. In fact,

Tokyo Olympics in Limbo

In recent weeks, there has been a standoff between the International Olympic Committee (IOC) and the Japanese public as to whether the Tokyo Games should

Unbalanced COVID Recovery

– Although there have been some vaccine setbacks, overall, vaccine distribution in the United States has been a success.
– The Bureau of Economic Analysis noted the rise in real GDP reflects the increased spending by American’s
– Now may be an excellent time to re-examine overweight domestic investment portfolios that have peaked as the S&P 500 reached record highs

Tax Filing Deadline Extended to
May 17, 2021

Hello, Please see this timely announcement: https://www.irs.gov/newsroom/tax-day-for-individuals-extended-to-may-17-treasury-irs-extend-filing-and-payment-deadline On March 17th, 2021, the IRS announced that the federal income tax filing due date for individuals for

American Rescue Plan Highlights

The $1.9 trillion American Rescue Plan Act (ARPA) or coronavirus relief bill was passed this week, delivering aid to needy Americans still recovering from the

Why Equities Still Make Sense in 2021

2020 was a remarkable year for the stock market. We saw the Dow tumble 35% in March — many days the decline happening so rapidly

Darkest before dawn

Darkest Before Dawn

Happy New Year! Many of us thought 2021 could not be as eventful as 2020 – we were wrong! It goes to show that you