From Our Point of View

Last week Congress agreed to a last minute deal to avoid a government shutdown. Now the focus turns to whether they can get their act together to agree on raising the debt ceiling.

The run was bound to end eventually; September snapped a seven month win streak for the S&P 500, ending down 4.8%.

Taxes are NOT going up!?! Until the Build Back Better plan, or an alternative, is approved, there are no tax increases scheduled for 2022.

Do you have cash or investment funds that you do not need during your lifetime, and where you would like to maximize the investment return by eliminating taxes?

Worried about the current market high? Unsure what to do? Follow our disciplined process to make sure you are ’ready for whatever the market brings'...

As we look ahead at the fourth quarter and year-end, we see the extended tax 2020 deadline (October 15th) approaching and our shortening timeline to make strategic tax moves for 2021.