Blog

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The Week Ahead: February 22, 2021: Register for our upcoming client only webinar, Market update, Tax month, key deadlines, COVID-19 update, all this and more in The Week Ahead!

Client Only Webinar: Everyone has heard of the 60/40 portfolio but challenges lie ahead with this approach. Join Debbie Taylor and Special Guest Speaker, Brad Eckstein, Regional Manager for Lord, Abbett & Co.LLC Thursday, March 4th at 4:15 PM EST Here’s what Debbie and Brad will address: 1. Stocks and how they may be considered overvalued …

How to Finish Strong this Tax Planning Season

Like gardening or working out, tax planning is one of those activities where you get out of it what you put into it. Plenty of us have a weight bench gathering dust in the garage that hasn’t gotten us into any better shape, or a plot in the backyard that just won’t grow anything because …

FWIS 1.25 Welcome to a New Day in America

Dear Friends, Welcome to a New Day in America. We all wish President Biden much success as his success will be our success as Americans. U.S. stocks have continued to climb amid optimism about a vaccine-led economic recovery and a generous stimulus plan, but it’s a narrow path—buoyant inves …
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Downloadable Resource

8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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