David McGrath Associate Managing Director, Wealth Management With the month of August now in the books, the stock market continues to defy expectations. The S&P 500 showed a return in August of 7.01%, the best…
Article Type: Thought Leadership
Thought Leadership
Treasury, IRS and Labor announce plan to implement Coronavirus-related paid leave for workers and tax credits for small and midsize businesses
Source: The US Department of Labor, March 24, 2020 WASHINGTON, DC – Yesterday the U.S. Treasury Department, Internal Revenue Service and the U.S. Department of Labor announced that small and midsize employers can begin taking…
What are my options? Employee stock options can be a great way to build long term wealth and participate in the growth of a company. However, when it comes time to utilize those options there can…
In response to a rumor about his death, Mark Twain was supposed to have said: “Reports of my death have been greatly exaggerated.” In fact, the actual quote was: “The report of my death was an…
A new year means new tax laws, and this year is no exception. On December 20, 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law resulting in many significant changes…
Thought Leadership
John Norris speaks to CNN’s Paul LaMonica about How to Stay Invested if You are a Worrier
Norris told CNN Business he’s “astonished” by how quickly Iran has vanished from the financial news headlines. But he added there are still question marks about the health of earnings, the Federal Reserve’s rate policy and…
When it comes to their portfolio’s investors hate to take losses. But sometimes a loss could be just what the CPA ordered. As we wrap up another strong year in the stock market many people are…
The end of the year is quickly approaching. As people turn their attention to holiday shopping and celebrations with friends and family, taxes may be the last thing on their minds. However, implementing one or more…
The Bureau of Economic Analysis released its ‘first stab’ at calculating 3Q 2019 GDP (Gross Domestic Product) this morning (10/30/2019). It estimates/estimated the US economy grew at a 1.9% annualized rate last quarter. This was slightly…
Chief Economist, John Norris, answers the most commonly asked questions. Dear John, What is the biggest threat to your economic forecast and investment strategy moving forward into 2020? First things first, the Federal Reserve is almost…