For the week ending December 22, 2024, U.S. stock indexes finished lower. The S&P 500 dropped 2.0%, while the Dow Jones Industrial Average fell 2.3%. The Nasdaq Composite fared slightly better, dropping only 1.8%. Year-to-date returns (see immediately below)...
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FINAL TAX FILING REMINDERDon’t forget to return your signed e-file authorization forms (Form 8879 for Federal Returns). Your preparation... Read More
by William Henderson, Chief Investment OfficerMajor U.S. stock market indexes gave back some of their March gains as inflation... Read More
THE NUMBERS The Sources: Index Returns: Morningstar Workstation. Past performance is no guarantee of future results. Indices are unmanaged... Read More
“In golf as in life it is the follow through that makes the difference.” – Anonymous Read More
Tune in Wednesday, 6 PM for “Your Financial Choices” with Laurie Siebert on WDIY 88.1FM. Laurie will discuss: Tax... Read More
Our Tax Department has begun filing tax return extensions. If we did not receive all of your information and... Read More
by William Henderson, Chief Investment OfficerVolatility and uncertainty are the best two words to succinctly describe the first quarter... Read More
THE NUMBERS The Sources: Index Returns: Morningstar Workstation. Past performance is no guarantee of future results. Indices are unmanaged... Read More