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…
Category: Musings & Insights
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.” …
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…
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…
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…
Written By: Sam Clement Portfolio Manager, Wealth Management One of the biggest, and strangest, stories in the news has been negative oil prices. By negative, I mean literally negative, as in less than $0/barrel. With…
David McGrath Associate Managing Director, Wealth Management A significant medical advancement in the fight against COVID-19 is crucial for the effective reopening of the US economy. Over the last several days, reports surrounding Gilead’s experimental…
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…
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…