Category: Musings & Insights

Inflation

Written By: John Norris This morning, the Bureau of Labor Statistics (BLS) announced the Consumer Price Index (CPI) for the month of May 2021 increased 0.6%. This was slightly higher than analysts had been expecting. What’s…

Death, Taxes, & Tax Law Changes

Written By: Mac Frasier Director of Planning, Advisory Services   It is probably time to update the old saying “there are only two certainties in life: death and taxes” to include “changes to the tax code.” …

Education Savings 101

Written By: Mac Frasier Director of Planning, Advisory Services Graduation season is upon us, and while many parents and grandparents of recent college grads may be celebrating, other parents now face the upcoming reality of paying…

It’s Different This Time

David McGrath Associate Managing Director, Wealth Management   The equity markets are off to a hot start in 2021. The higher they climb, the more articles that I see comparing the current environment to the 1999…

The New Normal

Cyber Fraud in the Time of COVID-19

Cyber Fraud in the Time of COVID-19 by Trent Green Ahh….Spring 2020, warming temperatures, fragrant Spring breezes, the flowering of that most iconic of southern plants, the azalea, and COVID-19.  Wait what??? Last year at this…

Thought Leadership

SECURE Act: How this impacts you

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…