A Directionless Week

In this week’s recap: Mixed signals lead to a choppy week.   Weekly Economic Update   THE WEEK ON WALL STREET The crosscurrents of strong corporate earnings, rising global cases of COVID-19, and the specter of higher capital gains taxes led to a choppy week of trading that left stock prices slightly lower for the…

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Changes to Paycheck Protection

Changes to Paycheck Protection Information for small business owners to consider.   On Monday, Feb. 22, the White House announced several changes to the Paycheck Protection Program (PPP) that went into effect on Wednesday, Feb. 24. These changes are intended to further target “the smallest businesses and those that have been left behind in previous…

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Annual Tax Guide – A Guide to 2021 Tax Law Changes

  How to Prepare for Tax Season     In this guide, we’ll explore ways to help you prepare for the upcoming tax season.   Keep in mind, this guide is for informational purposes only and is not a replacement for real-life advice, so make sure to consult your tax, legal, and accounting professionals before…

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Annual Financial To-Do List

Annual Financial To-Do List Things you can do for your future as the year unfolds.   What financial, business, or life priorities do you need to address for the coming year? Now is an excellent time to think about the investing, saving, or budgeting methods you could employ toward specific objectives, from building your retirement…

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Making Decisions About Life Insurance

Making Decisions About Life Insurance Life insurance choices can be confusing.   Man is Mortal. That makes life insurance a little unique and interesting, doesn’t it? We purchase things like health insurance, car insurance and home insurance, then hope we never have a need to use them. Life insurance is different because it’s a widely…

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