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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. So keep checking in. We’re glad to have you reading along.

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.

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Monday, March 8, 2021

When I talk to people who tell me they would like to retire early, I ask, what does “early” mean to them? Any age they tell me before 65 instantly leads to my next question. What are their plans for health insurance?

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.

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.