Trend Update

Trend Update

Market Trend update from Jordan Kaufman, CFA, CFP: Over the last month, and especially over the last few weeks, we have seen increasing shifts in sentiment towards the “reopening trade”.  The market has seemed to favor sectors of the market that benefit from a “return...

November Update

Post-Election Note to Clients, November 2020 I hope everyone is staying healthy as COVID-19 continues to grab headlines both home and abroad.  While this holiday season doesn’t seem to have the same family time and cheer as other years, there are some positive things...

Give Yourself a Tax Advantage

If your income is pie, then the federal government takes a hefty slice each year. A 2020 report from the Tax Foundation found a single average wage earner in the United States pays about 29.8 percent of their income in federal taxes. That’s about $18,368 in federal...