Blog

Weekly Article 2021 (8)

Economic Expectations Rising

In this week’s recap: Vaccinations and declining case numbers result in economic optimism; Fed Chair says no change for now. Weekly Economic Update   THE WEEK ON WALL STREET Stock prices inched higher last week amid declining COVID-19 cases, a pick-up in vaccinations, and progress on a fiscal relief bill. The Dow Jones Industrial Average…

Weekly Article 2021 (7)

Optimism On An Improving Economy

In this week’s recap: The markets went back to basics this week, showing optimism for positive COVID-19 news. Weekly Economic Update THE WEEK ON WALL STREET Stocks notched strong gains last week, paced by a string of solid economic reports and consensus-beating corporate earnings. The Dow Jones Industrial Average gained 3.89%, while the Standard &…

1st Quarter Articles (13)

What You Need To Know About Second-Draw PPP Loans!

The Paycheck Protection Program has been reestablished with $137 billion for second draw loans for still struggling small business owners.  Second-draw PPP loans are open to businesses that applied for the first round of money back in the spring of 2020.  PPP loans look to create a second infusion of money to small businesses that…

Weekly Article 2021 (5)

Earnings Beating Expectations

In this week’s recap: A streak of optimism on fiscal stimulus and vaccines boosts the markets; Yellen tells Congress to “act big.” Weekly Economic Update   THE WEEK ON WALL STREET Anticipation of a new fiscal stimulus and improved vaccine distribution powered stocks to fresh record highs last week with technology stocks leading the way.…

Copy of New Records and Changes (77)

Need Your Account’s Tax Documents?

We always get a lot of questions about receiving 1099’s on accounts. Most 1099’s will be available online Jan 17th through Feb 12th, and after that a correction cycle happens every two weeks. Please expect that mailed copies will be five to seven business days after it is posted online. You can login to the…

Weekly Article 2021 (3)

Inauguration Week: New Stimulus Proposal

In this week’s recap: Mixed news elicits a mixed reaction from the markets; incoming Biden Administration outlines stimulus plan. Weekly Economic Update     THE WEEK ON WALL STREET Markets drifted lower last week as uninspired investors digested mixed news on the economic front. The Dow Jones Industrial Average lost 0.91% while the Standard &…

1st Quarter Articles (6)

Is Your Money Really Going Towards Your Goals?

Is Your Money Really Going Towards Your Goals? Tracking where your money is spent is the first step to creating a budget. A budget finds the balance between your needs and wants, your present and future, and your current enjoyment and your long-term goals. [1] Budgets are the roadmap to how you will fund your…

SMART goals Article

How To Make SMART Financial Goals

How To Make SMART Financial Goals Last year was history making. Widespread and rapid shifts in how we interacted with the outside world touched every aspect of our lives. For many it was a challenging year financially with unemployment hitting the service, travel, and entertainment industries disproportionally harsher than other businesses.[1] But even if you…

1st Quarter Articles (10)

Building a Healthy Financial Foundation

Building a Healthy Financial Foundation How many pieces do you have in place?     When you read about money matters, you will sometimes see the phrase, “getting your financial house in order.” What exactly does that mean?   When your financial “house is in order,” it means it is built on a solid foundation.…

1st Quarter Articles (9)

Budgeting for Beginners

Getting started with you household budget.     Budgeting towards needs and goals. One of the objectives of creating a household budget is that, as time moves on and the various household members advance in their careers, they are likely to make more money. Knowing where that money goes can help direct that money to…