Blog Investment & Financial News

Shopping for a Condo? Consider These Factors.

A condo has a home owners association (HOA) with Covenants, Conditions and Restrictions (CC&R’s) and bylaws in which the owners of a condo will need to follow.   Summary:   Review your Covenants, Conditions and Restrictions. Review the last 12 months meeting minutes of the HOA. Get the number of Primary Residence & 2nd home owners vs. rental properties What’s the…

2021 Key Financial Data

The new year is here and so is 2021 Key Financial Data! Click here: Key Financial Data 2021 to download a summary of the updated limits and rules for the new tax year. Feel free to give us a call with any questions.

2020 4th Quarter Commentary

Market Summary A strong fourth quarter capped a wild and turbulent year. 2020 marked the largest reversal in the S&P 500’s history, rebounding over 70% from the March lows and finishing the year up over 18%. During the fourth quarter, the major indexes reached all-time highs as investors welcomed greater political clarity and positive news…

Consolidated Appropriations Act Provides Relief to Individuals and Businesses

On Sunday, December 27, 2020, the Consolidated Appropriations Act, 2021 (CAA 2021) was signed into law. A $900 billion emergency relief package is included as part of this omnibus spending bill. It is intended to assist individuals and businesses during the ongoing coronavirus pandemic and accompanying economic crisis.  Major relief provisions are summarized here, as well…

2020 Year-End Tax Planning

The window for many tax-saving opportunities closes on December 31. It’s important to evaluate your tax situation, while there’s still time to affect your bottom line for the 2020 tax year. Your specific circumstances should be considered, so please reach out if you have any questions. Timing is Everything Consider any opportunities you have to…

Investment Question of the Month: IPO’s

INVESTMENT QUESTION OF THE MONTH: Should I invest in an Initial Public Offering (IPO)? Through November 16th of this year, we saw 223 companies[1] make the transition from private to public through way of IPOs, the most since 2014. And we could potentially see over $100 billion raised in IPOs by the end of 2020.…

Health Insurance Marketplace

November 1 Begins Open Enrollment for Health Insurance Marketplaces Beginning on November 1, 2020, individuals (including families) may apply for new health insurance, switch to a different health-care plan, or re-enroll in their current plan through a Health Insurance Marketplace under the Affordable Care Act (ACA). The open enrollment period for 2021 health coverage ends…

Planning for Incapacity

What would happen if you were mentally or physically unable to take care of yourself or your day-to-day affairs? You might not be able to make sound decisions about your health or finances. You could lose the ability to pay bills, write checks, make deposits, sell assets, or otherwise conduct your affairs. Unless you’re prepared,…

Company News

Shreds & Meds Day!

Happy Retirement!

Welcome – Jacqueline Cremen

Trusted Contact Request Coming Soon

2020 COVID-19 Resource

Market Commentary

2021 1st Quarter Commentary

2020 4th Quarter Commentary

2020 Third Quarter Commentary

Election Season v. The Stock Market

2020 Second Quarter Commentary

Retirement Planning

Taking Advantage of Employer-Sponsored Retirement Plans

The Huge Cost of Doing Nothing

Time is Running out for the SIMPLE Retirement Option

Train for Your Financial Success

2016 Changes Coming to Social Security and Medicare

Tax Planning

IRS Delays 2020 Tax Filing Deadline to May 17, 2021

The American Rescue Plan Act Summary

Reminders as you Prepare your 2020 Taxes

2021 Key Financial Data

Consolidated Appropriations Act Provides Relief to Individuals and Businesses

Cyber Security

Cybersecurity 101

New Changes to Web-Portal Password Requirements

Equifax Data Breach Update: Make a claim today

Cybersecurity 101

Beware of Phishing