Newsletter: August 2021

Macro Overview An increase in confirmed Delta variant cases globally reignited concerns about reimplementation of quarantines and social distancing restrictions. The rise in newly verified cases come as European countries had started to relax restrictions in place for...

Newsletter: July 2021

Macro Overview Financial markets are becoming more sensitive to the Delta variant mutation of Covid-19, as some countries in Europe reconsider easing restrictions on businesses and travel. Regardless, global equities finished the 2nd quarter on a positive note and...

Could a Retirement Tax Advisor Enhance Your Retirement Dreams?

By Greg Hart, CFP® If you’ve ever worked with a financial advisor or CPA, then you probably know there are ways to minimize your overall tax burden—strategies like bunching, taking advantage of tax-deferred savings opportunities, and claiming tax credits you’re...

Newsletter: June 2021

Macro Overview Financial global markets are drawing support from the effectiveness of ongoing vaccinations and improving economic indicators. Consumer sentiment is re-evolving, resulting in rising consumer demand as pandemic worries wane. Pent up demand from the past...

Newsletter: May 2021

Macro Overview Inflationary pressures have taken hold throughout the economy, as raw materials required for most every consumer product from bread to automobiles have increased in cost due to short supply and growing demand. Commodities such as wheat, copper, corn,...
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