Year: 2021

Market Perspectives

U.S. EQUITY MARKETS WERE MIXED HEADING INTO THE LABOR DAY WEEKEND NONFARM PAYROLLS UNDER PRESSURE DUE TO DELTA VARIANT? U.S. equity markets wrapped up the week mixed, as the tech-laden NASDAQ (+1.6%) outpaced the large-cap S&P 500 (+0.6%) and smaller-cap Russell 2000 (+0.7%) heading into the holiday weekend The mega-cap…

inflation and Stocks

The restart of economic activity is real, and well underway. As this condition broadens, we remain confident in our pro-risk stance; underweighted in government bonds and a focus on increasing exposure in developed foreign markets.  Yes, bond yields have fallen but we do not believe this accurately reflects the recovery. …

selling small business

Nearly half of all Americans—47.5 percent—are employed by small businesses. This means that approximately 60 million employees in the United States work at a small business. According to the Small Business Administration’s Office, small businesses make up 99.9 percent of all U.S. businesses, hence the terminology “small business is the…

2020 Taxes

On May 28, President Biden’s Major Tax Plan Proposal and Fiscal Year 2022 Budget was released to Congress where he proffered his vision for the “American Jobs Plan” and “American Families Plan” in much greater detail than his previous announcements. In conjunction with this Budget, the Treasury Department released the…

roth or traditional ira

It’s never too early to consider retirement planning, and for many of us who are still developing our careers, an IRA of some sort is a potent financial instrument in helping ensure a successful retirement. However, IRAs come in several forms and flavors and finding the right one may seem…

financial wellness

While it’s true that money isn’t everything, it also must be said that money has an impact on most if not all other aspects of our life. Financial well-being has measurable effects on our mental and physical health, relationships, professional health, and ability to relax. Toward that end, it’s vital…

inflation and Stocks

2020 was a tumultuous year for both the global and the US economy, and that tumult left many investors and consumers hoping for better, smoother days ahead. Now that we’re well into 2021 both temporally and financially, it would seem that things are improving. Jobless claims are down, job creation…