Important Tax Number for 2021

Important Tax Number for 2021

  by Alisa Kim O’Neil, JD, CTFA, AEP®, CDFA®, Director of Estate & Financial Planning The IRS released its annual inflation adjusted figures for 2021. Here are some highlights to help you start planning now for 2021. Important: This article does not contain...
The Folly of Forecasting

The Folly of Forecasting

  by Brad M. Weafer, CFA Chief Investment Officer It is election day in the United States and tonight the country will watch state by state as results roll in.  Over the course of the preceding two months, the U.S. stock market has been weak. Day to day headlines have...