facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

The Latest From Our Blog

Perspectives & Industry Updates

Are Capital Gains Taxes Changing? Thumbnail

Are Capital Gains Taxes Changing?

There are a lot of questions about President Biden’s Build Back Better plan and potential tax law changes, including an adjustment to capital gains taxes. Many ideas are being considered as legislators look for ways to raise revenue to help pay for the Build Back Better plan.

Read More
Weekly Market Update 10/25/2021 Thumbnail

Weekly Market Update 10/25/2021

Equities improved for a 3rd consecutive week on positive earnings. The Dow was up 1.32% last week, while the S&P 500 gained 1.99%, the Nasdaq was up 1.49%, while the Russell 2000 gained 1.31%....

Read More
Weekly Market Update 10/18/21 Thumbnail

Weekly Market Update 10/18/21

Equities were upbeat last week as big bank earnings were positive. The Dow was up 1.81% last week, while the S&P 500 gained 2.17%, the Nasdaq was up 2.47%, while the Russell 2000 gained 0.81%. Bonds were mixed...

Read More
Teach Kids About Finance Thumbnail

Teach Kids About Finance

One of the most important and valuable gifts you can give to your children is financial literacy. The sooner they have a functional understanding of how things like spending....

Read More
Weekly Market Update 10/11/21 Thumbnail

Weekly Market Update 10/11/21

Stocks rebounded overall during the first full week in October. A compromise on the debt ceiling was the major headline, but markets have mainly been adjusting to life a􀀂er Fed Tapering. The Dow was up 1.45% last week, while the S&P 500 gained 0.97%, the Nasdaq was up 0.10%, while the Russell 2000 gained...

Read More