Blog
Q2 2021 Recap & Outlook
Equity markets rallied to fresh new highs in the second quarter as the economic reopening accelerated. Although it is still difficult to meaningfully analyze year-over-year data because everything was effectively shut down at this time last year, many indicators have...
Stay the Course
On the heels of stronger inflation expectations, The Federal Reserve opened the door to begin tapering its bond purchasing program and signaled interest rates will need to rise sooner and faster. Markets reacted to the news with major stock indexes closing lower and...
Qualified Charitable Distributions in 2021
A Qualified Charitable Distribution (QCD) is an allowed distribution from an IRA to a non-profit organization. First introduced as part of the Pension Protection Act of 2006, these distributions remain an option for donors today. While QCDs were available last year,...
Q1 2021 Recap & Outlook
The story of the first quarter was really one of mobilization and execution, particularly with regard to vaccination rollouts. What started as a seemingly aggressive goal set by the Biden Administration proved to be a surprisingly low bar. American ingenuity is again...
A Market of Stocks
The S&P 500 index measures the performance of the largest 500 publicly traded companies within the U.S. It’s a commonly followed index often referred to as the stock market. Despite short-term volatility and headwinds, e.g., COVID-19 and economic lockdowns, the...