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The Week Ahead: April 19, 2021

ARE YOU AWARE OF THE NEW TAX PROPOSALS COMING SOON? (NEW) Biden’s Tax Proposal: 10 Things Clients Should Know Now Resource Written by Debra Taylor To fund his large-scale infrastructure initiative, President Biden is planning to increase taxes. While these plans are still subject to signifi …
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The Promise of the Biotech Industry and What It Could Mean to Investors

I bet you’ve never heard of Dystrophic Epidermolysis Bullosa (DEB). It’s a rare disease where a person’s skin falls off! Areas that are often rubbed, like your elbow from sitting at a table or your thighs from wearing pants, become a constant battle. It’s painful, and patients suffer from f …

The Week Ahead: April 12, 2021

Revisit Goldman’s US GDP growth expectation for 2021 following passage of the American Rescue Plan and examine the possible growth impact of the Biden administration’s proposed infrastructure, healthcare and education investment

FWIS: April 13, 2021

The battle of the bands that’s played all year—growth vs. value —could keep blasting away in April as investors ponder rising Treasury yields, a reopening economy, and a Fed that’s staying on the sidelines. It’s a bit of a tug-of-war.

Your Weekly News and Updates April 5

CURRENT STATE OF THE MARKET Weekly Market Commentary 04.05.2021 Jobs Market Shatters Expectations, Housing Prices on the Rise Published by The Carson Group, LLC The U.S. jobs market roared back to life in March. The economy added or reclaimed 916,000 jobs, shattering expectations of a 150,0 …

Your Weekly News and Updates March 29, 2021

JUST A REMINDER OUR OFFICE AND THE MARKET WILL BE CLOSED THIS FRIDAY APRIL 2ND IN OBSERVANCE OF GOOD FRIDAY! MARCH MADNESS 2021 FINAL FOUR FACTORS FOR STOCKS (NEW)   WELCOME TREVOR OUR NEW DIRECTOR OF OPERATIONS!   Trevor Hodges Director of Operations Trevor brings 15 years of exp …
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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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