Investing
2021 S&P 500 Predictions
Every year we like to compile the S&P 500 predictions from various Wall Street analysts. Below is a chart with each strategist’s prediction
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This week’s insight
Every year we like to compile the S&P 500 predictions from various Wall Street analysts. Below is a chart with each strategist’s prediction
We offer complementary 401(k) reviews and will help you make an informed decision on how to allocate your savings.
Social Security has become one of the main sources of replacing income in retirement. Which is why we help our clients to create a plan and make an informed decision about their benefits.
Everybody deserves to be confident in their retirement plan. We sit down with all of our clients to ensure that they are prepared for their future.
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Have you read our latest wealth management insights?
While we transition from the current administration to the next, we continue to urge clients to “plan” but not “act” solely on political predictions. Most
Choppiness in early September due to the alarming rise in the number of U.S. Covid-19 cases has given way to
Every year, the IRS evaluates and makes certain changes to adjust for inflation. Below is a list of which changes
The Tax Cuts and Jobs Act (TCJA) of 2018 increased the lifetime estate tax exclusion from $5.45 Million to $11.5
The Five Best 2020 Tax Planning Ideas 2020 will certainly be a year to remember (or forget). On the tax
Biden’s Tax Proposals Below we have compiled several of the critical features of Joe Biden’s tax proposals. We have added
If you itemize your deductions the IRS allows you to deduct up to 50% of your adjusted gross income to any donations made to a qualifying charity. However, with the standard deduction doubling many people will lose the ability to itemize. If you no longer itemize but still wish to donate to charity, please contact us to hear about alternatives.
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It is important to review your portfolio and accounts frequently. Having a plan is important, however we believe the execution of the plan is just as important. Otherwise it can quickly become a useless packet of paper. Please reach out to us if you would like to discuss any of these areas further.
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