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The Markets (first quarter through March 31, 2022) Wall Street dealt with several major issues in the first quarter of 2022. Investors had to evaluate the impact of rising inflation, higher interest rates, ongoing coronavirus concerns, and the Russia-Ukraine war. Each of the benchmark indexes listed here lost value by the end of the quarter. […]

Please take a moment to watch Brian Babbitt, Chief Investment Officer, as he reviews current market conditions and what you can do in response

The Markets (as of market close February 28, 2022) Wall Street opened the month on a high note, with each of the benchmark indexes advancing. A stronger-than-expected jobs report and solid fourth-quarter corporate earnings data helped support equities. Nevertheless, concerns about the Russia-Ukraine situation began to worry investors. Natural gas and crude oil prices climbed […]

Wisdom with Women – Virtual Tax Update If you missed our most recent Wisdom with Women on February 9th featuring Jeanne Sacks, CPA, CGMA, CAP® discussing an update on federal and state taxes and how they can impact you this 2021 tax season., please check out our recording of the event below: