September 2021 Client Communication

September 2021 Client Communication

2021 Tax Proposals Tax Cuts and Jobs Act Sunset Provisions As the Tax Cuts and Jobs Act of 2017 (TCJA) sunset provisions (generally 12/31/2025) get closer every day, many tax and fiscal issues remain uncertain. Today, it appears that tax legislation may be in the...
Understanding the Meme Stock Mania

Understanding the Meme Stock Mania

Understanding the Meme Stock Mania  Key Takeaways ▪ Meme stock frenzy has once again taken hold of investors in 2021. ▪ While meme stocks have generated supersized returns, it has done so with supersized risk as well. ▪ Despite the sharp rise and possible eventual...
2021: So Far, So Good; The Advance Continues

2021: So Far, So Good; The Advance Continues

We hope that your summers are off to an amazing start, traveling and spending time with those you love. It’s hard to believe that we’re closing out the first half of 2021. Here’s a recap of what’s been happening in the markets and our view of the landscape. 2020 was...
Refresh Your Finances This Spring

Refresh Your Finances This Spring

Spring is in the air as we enter the second quarter of 2021. It’s time to put away those winter sweaters and clean your financial house, casting aside old habits and starting new ones. We survived a global pandemic – so, as the flowers begin to bloom and the days...