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Tuesday, April 9, 2024

Stocks climb in Q1 on AI news, soft landing talk, and dovish comments from the Fed.

Friday, March 1, 2024

Get ready to celebrate your financial birthdays.

Thursday, February 1, 2024

Understanding how capital gains are taxed may help you refine your investment strategies.

Wednesday, January 17, 2024

Stocks rallied in Q4 thanks to falling bond yields and the anticipation of potential Fed easing.

Wednesday, November 15, 2023

The Internal Revenue Service recently released updated income tax brackets, standard deduction, and retirement contribution limits for the 2024 tax year. While these taxes are not due for some time, it may benefit you to start thinking...

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Wednesday, November 15, 2023

The Social Security Administration recently announced that over 71 million Americans, including Social Security and Supplemental Security Income beneficiaries, will receive a 3.2% increase in their benefits for 2024.1 However, it is...

Friday, October 13, 2023

U.S. Markets Stocks lost a portion of their first-half gains in the third quarter as a continued tight monetary bias from the Federal Reserve sent bond yields higher, unsettling stock investors throughout August and September...

Friday, September 22, 2023

Contact all three credit bureaus individually to get a freeze, which is the best protection for your credit files. A credit freeze keeps the sensitive data in your credit files from being accessed without your specific consent...

Wednesday, July 12, 2023

Many Americans, through circumstances beyond their control, find themselves needing to retire earlier than anticipated. Whatever the circumstances, it’s difficult not to feel wrongfooted and hurried by the situation.

Monday, July 10, 2023

U.S. MarketsStocks extended their rally in the second quarter, boosted by cooling inflation, the prospect of a shift in monetary policy, and enthusiasm over artificial intelligence.For the three months ending June 30, the Dow Jones...

Tuesday, June 13, 2023

We are honored and pleased to announce that Michael Scott has been recognized by Hornor, Townsend & Kent, LLC (HTK), as a Summit Advisor, ranking as one of the Top 10 Advisors of HTK’s 500+ financial professionals across the US...

Monday, April 10, 2023

U.S. Markets Stocks posted solid gains in the first quarter as investors navigated corporate earnings, shifting monetary signals, and troubles in the banking sector. For the three months ended March 31, the Dow Jones Industrial Average...

Wednesday, December 21, 2022

Even those who have saved millions must prepare for a lifestyle adjustment. A successful retirement is not merely measured in financial terms.

Wednesday, December 14, 2022

How well do you remember 1981? Harrison Ford had his first bow as Indiana Jones in Raiders of the Lost Ark.

Wednesday, December 7, 2022

What can you do to help your heirs? The probate process can be expensive for some estates.

Thursday, December 1, 2022

When you are putting together a household, it isn’t unusual to delegate responsibilities.

Monday, November 21, 2022

Baby boomers entering their “second acts” should think about these matters. Retirement is undeniably a major life and financial transition.

Thursday, October 13, 2022

In this Q3 recap: Stocks closed lower in the third quarter as an early summer rally ended after the Fed pledged to continue its fight against inflation.

Friday, July 8, 2022

In this Q2 recap: Stocks and bonds were rattled by rising interest rates as the Fed took aggressive monetary tightening steps to combat accelerating inflation. Higher rates and continuing supply chain bottlenecks sparked recession fears.

Thursday, June 9, 2022

What do The Dukes of Hazzard, M*A*S*H, and The Love Boat all have in common? They were top-rated television programs in 1982; the last time inflation was hovering in the 7% range. When inflation is running hot, you can feel its...

Tuesday, May 24, 2022

Little things to keep in mind for life after work. Decades ago, there was a book entitled What They Don’t Teach You at Harvard Business School. Perhaps someday, another book will appear to discuss certain aspects of the...

Wednesday, April 13, 2022

In this Q1 recap: Global financial markets rattled by the Russian invasion of Ukraine. Inflation pressures rise as oil prices surge and supply chains become further stressed. The Federal Reserve is taking its first steps toward...

Monday, January 31, 2022

In the past, most people relied on two principal sources for their retirement income: Social Security and employer sponsored retirement plans...

Thursday, January 13, 2022

When people think about estate planning, they tend to start thinking about Attorneys and Trusts.  Although trusts can be a very important part of an estate plan, they may not always be necessary...

Tuesday, January 11, 2022

In this Q4 recap: U.S. economy confronts a new COVID-19 variant amid continuing inflation and supply chain bottlenecks. Europe institutes new social restrictions in response to a surge in Delta and Omicron variant infections...

Wednesday, December 15, 2021

According to the 2020 Employee Benefits Research Institute Retirement Confidence Survey (RCS), only 27% of Americans are very confident they have saved enough to retire comfortably.  This has gone up only slightly over the past...

Monday, October 11, 2021

In this Q3 recap: U.S. economic growth slows in the face of Delta variant headwind. Europe’s economic outlook remains positive. Stocks retreat from record highs; confront a bevy of challenges.

Tuesday, September 28, 2021

At every point in someone’s career they can use some financial guidance from starting their first job to preparing to leave the workforce for good. As we get closer to reaching our financial goal the more important the planning...

Friday, July 9, 2021

In this Q2 recap: U.S. economic growth strong as reopening widens. Europe’s recovery picks up steam; Stocks reach new record highs, face new interest rate and inflation landscape.

Tuesday, June 1, 2021

Investment firms have a new client service requirement. They must now ask you if you would like to provide the name and information of a trusted contact.1 You do not have to supply this information, but it is encouraged. The request is...

Wednesday, May 5, 2021

New inherited I.R.A. rules took effect on January 1, 2020. The Setting Every Community Up for Retirement Enhancement (SECURE) Act became law on that day, altering the regulations on inherited Individual Retirement Account (I.R.A.)...

Thursday, April 29, 2021

America is enduring a data breach problem. As many workers traded in the office for remote work, data security has been a focus for the public and private sectors.

Thursday, April 15, 2021

In this Q1 recap: U.S. economic growth gains traction as vaccination rollout picks up speed; Stocks higher, but questions about where they go from here linger.

Thursday, February 4, 2021

Financially, many of us associate April with taxes – but we should also associate April with important IRA deadlines. April 15, 2021 is the deadline to take your Required Minimum Distribution (RMD) ...

Friday, January 15, 2021

After a bit of political posturing in December, the $900 billion Consolidated Appropriations Act of 2021 (2021 CAA) was signed into law ...

Friday, January 8, 2021

In this Q4 recap: the appearance of two COVID-19 vaccines gives businesses and consumers hope and lifts stocks; U.S. lawmakers approve a second financial stimulus; European negotiators sign off on a post-Brexit trade deal.

Monday, December 14, 2020

As part of the CARES Act, taxpayers will be able to claim up to $300 in contributions made to a nonprofit charity this year as a deduction from their gross income if they take the standard deduction.

Wednesday, October 7, 2020

In this Q3 recap: stocks post further 2020 gains as the economy bounces back and the Federal Reserve announces a shift in its approach to inflation.

Monday, September 28, 2020

Each year, Plan Sponsor magazine recognizes plan sponsors who have "shown a commitment to their 401(k) participants' financial health and retirement success." The highly competitive Plan Sponsor of the Year awards are given out...

Thursday, September 17, 2020

Heading into 2020, there was little doubt that the U.S. presidential election would be the biggest story of the year. The coronavirus pandemic drastically changed that narrative...

Monday, August 10, 2020

We are honored and pleased to announce that Michael Scott has been recognized by broker-dealer and registered investment advisor, Hornor, Townsend & Kent, LLC (HTK), as a Summit Advisor, ranking in the Top 5 Advisors...

Tuesday, July 14, 2020

As states cautiously begin the process of relaxing their COVID-19 restrictions, some are wondering, “Why is the stock market doing so well when the economy is doing so poorly?”

Tuesday, July 7, 2020

In this Q2 recap: the economy measures the impact of the coronavirus threat; the stock market rises with help from a dovish Federal Reserve and a rebound in some economic indicators; oil prices and mortgage rates touch historic lows.

Monday, June 29, 2020

For those tax payers who have reached the age where they are forced to take Required Minimum Distributions (at least age 70½ as of Dec. 31, 2019, or those who reach age 72 after this date), and who are also taking the standard deduction...

Friday, June 12, 2020

The Internal Revenue Service knows that many taxpayers have had a stressful spring. So, it has reset the federal tax deadline. You now have until July 15 to file your 1040 form. July 15 is also the deadline to pay any federal taxes...

Wednesday, May 20, 2020

Undeniably, spring 2020 has tried the patience of investors. An 11-year bull market ended. Key economic indicators went haywire. Household confidence was shaken.

Friday, May 15, 2020

Are you eligible for a stimulus check from the Treasury Department? As of Friday, April 24, the Internal Revenue Service said it had issued 88 million payments to individuals across the country.

Monday, May 11, 2020

We are pleased to announce that we redesigned our website.

Friday, May 1, 2020

Fewer stocks, more annuities. That, in essence, is the advice gleaned from two just-published reports for the benefit of those living in or approaching retirement.

Monday, April 13, 2020

In this Q1 recap: COVID-19 hits the United States, followed by heavy economic volatility, government stimulus, and an as-yet untold human cost.

Friday, April 3, 2020

Key Provisions of the CARES Act: Distributions can be waived in 2020 for Inherited Accounts, 401(k)s, and IRAs.