Our Blog



    Consolidated Appropriations Act Provides Relief Individuals and Businesses

    The $900 billion emergency relief package represents a bipartisan effort to assist individuals and businesses during the ongoing coronavirus pandemic and economic crisis.

    Taxes

    Q4 2020 Market Comments

    December capped a strong 2020 fourth quarter performance by both domestic and global equities.

    Financial Insights

    New College Cost Data for 2020-2021 School Year

    Every year, the College Board releases updated college cost data and trends in its annual report.

    Financial Planning

    November 1 Begins Open Enrollment for Health Insurance Marketplaces

    Starting November 1, you can apply for health insurance coverage under the Affordable Care Act (ACA).

    Insurance

    Election 2020: Political Uncertainty Creates Potential Market Swings

    Emotions are running high, but it's generally unwise for long-term investors to upend their investment strategies based on election predictions or their own political biases.

    Taxes

    Q3 2020 Market Comments

    September is traditionally one of the weakest months on the equity market calendar and this year was no exception.

    Financial Insights

    Medicare Open Enrollment for 2021 Begins October 15, 2020

    The annual Medicare Open Enrollment Period is the time during which Medicare beneficiaries can make new choices and pick plans that work best for them.

    Financial Planning

    Q2 2020 Market Comments

    After one of the worst first quarters in history, equity markets staged an impressive comeback in the three month period ended June 30.

    Financial Insights