The global pandemic has taken a grim toll on lives and livelihoods. Many have been laid off, furloughed, or taken on more debt to tide...

Nearly six months after the large waterfall drop of equity prices in March, most broad indexes have found their way to a better place....

One of our main goals as holistic financial professionals is to help our clients recognize tax reduction opportunities within their...

Interest rates are important to investors and they are currently at or near all-time lows. At this past June’s Federal Reserve meeting,...

After a sharp waterfall drop in March, major equity markets advanced strong in the second quarter. Following the Dow Jones Industrial...

No one expected the longest bull market in history to see its demise brought on by a virus. While U.S. equity markets were able to...