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Last week’s holiday-shortened trading session delivered a strong rebound across equity markets, with the Dow Jones, S&P 500, and Nasdaq each posting gains of more than 3% for the week. In November, performance was more mixed; the Nasdaq fell... on
Read More2023 Outlook Comments with Chief Investment Officer, William Henderson. Watch Now
The Martin Luther King, Jr. holiday is the only federal holiday designated as a National Day of Service? Each... Read More
On Friday, a solid jobs report by the BLS (Bureau of Labor Statistics) pushed equity on bond markets higher... Read More
THE NUMBERS The Sources: Index Returns: Morningstar Workstation. Past performance is no guarantee of future results. Indices are unmanaged... Read More
1099 Tax Reminders Once again, it is the time of year for small business owners, self-employed individuals, and rental... Read More
“New month, new intentions, new goals, new love, new light, and new beginnings.”- April Mae Monterrosa Read More
Tune in Wednesday, 6 PM “Your Financial Choices” on WDIY 88.1FM. Laurie and her guest Jonathan Ritter CPA, CFP... Read More
THE NUMBERS The Sources: Index Returns: Morningstar Workstation. Past performance is no guarantee of future results. Indices are unmanaged... Read More
Fourth quarter estimated tax payments are due January 16, 2023. Depending on your situation, these estimates may include federal,... Read More
“Success is not about never falling, but about rising every time you fall.” ― Michelle Cohen Corasanti Read More
Tune in Wednesday, 6 PM “Your Financial Choices” on WDIY 88.1FM. Laurie will be discussing: Bonds- What are they... Read More