Market Update
The stock market is off to its strongest first half start in over 20 years with the S&P 500 up 16.07% as of July 9th, 2021. The economy is also seeing improvements largely driven by a combination of improved vaccination statistics, economic reopening and two...
Financial Planning
The US presidential election is shaping up to be likely one of the most contentious and consequential in modern history, making its potential policy, growth and market implications top of mind. Although President Trump hasn’t released a formal plan yet, he has...
Financial Planning
The Paycheck Protection Program (“PPP”) authorizes forgivable loans to small businesses to pay their employees during the COVID-19 crisis. The following contains recommended strategies for using those funds in compliance with the rules of the program. The...
Financial Planning
In recent years, high-tax states began to suspect a tax-dodging trend as more taxpayers changed residences while still maintaining ties to their former home states. As a result, these states have been more aggressive with their residency audits. Increasingly,...
