A.I.: Finally the New Frontier
2022 Tax Documents Reminder: Today the 2022 1099-R forms were mailed to clients…
American Rescue Plan, Tax Deadline Extension, and More
Good Friday Holiday The U.S. stock markets will be closed Friday, April 2nd and…
Holiday, 2020 Tax Reporting, Bitcoin?
Martin Luther King, Jr. Holiday The US financial markets will be closed…
COVID-19 Cases Rising, Revolutionary Vaccine on Horizon
Thanksgiving Office and Market Schedules The US financial markets will be…
With Election Approaching, Near-term Stimulus Unlikely
In this Update: Originally expected prior to the election, no additional…
Fixed Income/Bond Market Special Update and Strategy
As we have previously reported to you, we were more conservatively invested…
The Money Talk, Thanksgiving Schedules
2019 is Winding Down: It’s hard to believe there is less than two months left…