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Interesting facts about the S&P 500 Index that we thought you should know: The S&P 500 has closed at new all-time highs 54 times this

Now that we are past the half way point of 2021, we can investigate the potential impact of lingering supply shortages on profits and growth

Over the course of the next several months the term “tapering” will be commonly used throughout the media. Some people will say it’s a good

The Biden Administration has proposed increasing the top rate on long-term capital gains from 23.8% to 43.4%. Here’s an interesting fact: the top capital gains tax

We know that many clients and friends in our communities are charitably inclined. We have frequently written and spoken about the benefits of using a Donor

Inflation has shot to the top of investors’ list of concerns after an April Consumer Price Index (CPI) report was much higher-than-expected. We aren’t particularly

While writing our quarterly review this time last year, the stock market was beginning a recovery following a ferocious decline from the month before.  Going

For many families, helping to fund college expenses is a major financial goal. According to reports from The College Board, tuition expense is continuing to rise

In 2020 we saw a new resurgence in an old investment vehicle called a SPAC. SPAC stands for Special Purpose Acquisition Company which is essentially a