Q2 2021 Market Review

Live Webcast – 1:oo PM CDT on July 27, 2021  Join our fiduciary financial advisors for an informative review and discussion of Q2 2021 capital market performance where we will examine the returns of stock and bond asset classes, review a timeline of events that occurred during the quarter, and discuss rising inflation and its…

What Biden’s Tax Proposals Mean to Your Financial Plan

By  Nicholas Economos, CRPS® and Miaciah Manuel, CFP®   Key Points Thinking with a tax mindset: While changes in taxes aren’t a certainty, if they do happen, investors should increasingly consider thinking about their financial plan and portfolios with a tax mindset. Changes in policy should trigger changes in behavior: The recently proposed changes would affect…