Virtual Tax Update

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:

Market Month January 2022

The Markets (as of market close January 31, 2022) Stocks ended January lower as investors dealt with concerns over inflation, the prospects of rising interest rates, and the pace of global economic recovery. The start of fourth-quarter corporate earnings season in January was positive, but not as robust as was seen in December. While the […]

Annual Market Review 2021

Overview The year 2021 was one of extreme change. January saw the inauguration of President Joe Biden, but not before protesters sieged the United States Capitol. Despite the initial tumult, the year began with hope that increased availability of coronavirus vaccinations would lead to the end of the pandemic. Unfortunately, throughout the year, the emergence […]

Holiday Economic Forecast With Brian Babbitt

If you missed our Holiday Economic Forecast on December 14th featuring Brian Babbitt discussing current state of economy and financial market, please check out our recording of the event below: Click: Holiday Economic Update for a copy of the presentation!

Market Month November 2021

The Markets (as of market close November 30, 2021) Stocks ended November generally lower, with only the Nasdaq able to eke out a gain. The Global Dow and the Russell 2000 each lost more than 4.25%. The Dow fell 3.7% and the S&P 500 dropped 0.8%. The Nasdaq gained 0.3%. Despite some positive economic news, […]