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Cue the next crisis… inflation!

Why are things suddenly more expensive? From residential homes and the lumber to build them, to cars, gas, and groceries. Is it truly inflation; is it here to stay? There always seems to be a “crisis” in the stock market which the media makes a point to call “the” crisis. When the crisis fails to […]

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Market Volatility: A Part of the Investment Experience

Market volatility is a part of the investment experience and seasoned investors understand that acting emotionally can be more harmful than helpful. It is always appropriate to understand and prepare for market volatility and downturns, even when markets are going up. Investors should not let market movements force them to lose focus.  A knowledgeable investor […]

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Economic Update

What a difference a year makes.  The first quarter of 2021 included the one-year anniversary from the March 2020 equity market’s bottom.  For the first quarter of 2021, equity markets encountered volatility but still created all-time highs. With the potential of herd immunity following mass vaccinations, investors finished the quarter with hopes that the end […]

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Bitcoin – A Primer

“All that glitters is not gold” William Shakespeare, The Merchant of Venice Bitcoin – A Primer “Fiat” is a term derived from the Latin meaning “Let it be done.” The US Dollar, like all major global currencies, is a fiat currency. This means the US government merely declared the dollar is legal tender as opposed […]

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Notice: IRS Announces Extended Tax Deadline

The Treasury Department and Internal Revenue Service announced that the federal income tax filing due date for individuals for the 2020 tax year will be automatically extended from April 15, 2021, to May 17, 2021. This announcement also stated that it was for individual returns and that this relief does not apply to estimated tax […]

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Welcome to 2021 (and good riddance 2020): January 2021

Welcome to 2021! We hope that you and your family had an enjoyable holiday season.  Last year presented some of the most challenging times for everyone and we are hoping that a new year will bring better results. Once again, our primary goal this year is to continue our tradition of helping clients pursue their […]

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