The start of this year has brought some market volatility that might have caused yousome uneasiness. It might be difficult but remember that this is normal – especially aftera year when the S&P 500 index ended up approximately 27% (and the last 3 years up100%). It can be hard to stay calm when markets start […]

By any measure, 2021 was a strong year for investors. But what’s in store for2022? From my perspective, I expect that many of the same forces thatinfluenced markets last year will play a role again in the year ahead. COVID-19 remains tragic and unpredictable. The pandemic was one of theprimary drivers of financial market activity

The year 2021 was a banner year for investors. The broad-based S&P 500 Index, which is made up of 500 larger U.S. companies, finished the year up 26.9%. If we included reinvested dividends, the index advanced 28.7%, according to S&P Dow Jones Indices.

The new year is the perfect break in the calendar that allows us to take off the old and put on the new. It’s like turning the page. It’s a new chapter. It’s a new book! You can’t change the past, but you can change the future. One way we can make a change is

The Health and Wealth Connection Are good physical and financial health driven by the same fundamental psychologicalfactors? Many believe it’s true that people who value their future selves enough to regularly putmoney aside for their futures are likely to also make healthy decisions now to improvetheir health in the future. This concept is supported by

With such a high standard deduction, taxpayers may not get additional itemized deductions for charitable donations. However, with a little clever planning in charitable giving, taxpayers can exceed the standard deduction, start itemizing again and lower their tax bill. In 2017, the standard deduction was $6,350 for individuals and $12,700 for married couples. However, as