Higher Taxes and Inflation
Tax Increases We have been asked recently about our thoughts on the potential tax increases this year. Democrats want to pass a budget by the...
Required Minimum Distributions
In this week’s educational episode, Keri Fish, Chief Operations Office at Fi Plan Partners, answers questions regarding retirement accounts and...
Earnings and Economics
High Expectations This week, our attention will be on the beginning of second quarter earnings season. Earnings are expected to be up over 60%...
UGMAs and UTMAs
The Uniform Gift to Minors Act and the Uniform Transfers to Minors Act both serve as custodial accounts and can be a great way for parents to...
Market Fireworks
Record Highs The S&P 500 Index hit a new record high last week. However, we’ve noticed that under the surface fewer stocks have been...
The Importance of Moving Day Averages
Tune in to this week’s educational market update as Adam Vansant explains the importance of moving day averages when it comes to your portfolio...
Market Movers
Goods vs. Services For the last 50 or so years, the U.S. economy has been driven by a transition from goods production to services the reason...
Supply Shock
What supply shocks are we currently experiencing, economically, and is it a good or bad thing? Ashley Page explains this in this...