Latest News
Weekly Market Recap 02.26.21
03/01/2021
Overview: Stocks were volatile across the globe last week. Interest rates continued to rise, as investors weigh both inflation risks and...
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IRS extends April 15 and other upcoming deadlines, provides other tax relief for victims of Texas winter storms
02/26/2021
IRS extends April 15 and other upcoming deadlines, provides other tax relief for victims of Texas winter storms Victims of...
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Mid-Week Market Minute 02.24.21
02/25/2021
Stocks around the globe were mostly lower this week following the conclusion of Federal Reserve Chair Jerome Powell’s semi-annual testimony...
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Does your retirement plan align with your retirement goals?
02/24/2021
Does your retirement plan align with your retirement goals? Retirement is one of the biggest milestones in one’s life, yet...
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Market Recap – Week Ending 02.19.21
02/22/2021
Overview: Stocks were mixed across the globe, finishing the week close to even, as investors weigh inflation concerns that have...
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Mid-Week Market Minute 02.17.21
02/19/2021
Stocks were mixed in early trading this week as investors absorbed key economic data amid mounting concerns around inflation pressures....
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Market Recap – Week Ending 02.12.21
02/15/2021
Overview: Stocks were positive across the globe last week, supported by falling coronavirus infections and optimism around progress with the proposed...
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Mid-Week Market Minute 2.11.21
02/11/2021
Global stocks moved higher this week as investors continued to evaluate positive earnings results, improving virus trends, and positive developments...
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Flying Without a Net
02/11/2021
If you’re like many Americans, 2020 has taken a bite out of your savings, but even if you were lucky...
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Is Your Business Protected?
02/05/2021
As a business owner, there’s risk involved in building and growing the business. Risk comes in various stages of the...
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Market Recap – Week Ending 01.29.21
02/01/2021
Overview: Global stock markets declined last week as the Covid-19 pandemic continued to dominate the headlines. Vaccine rollout concerns continue,...
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Mid-Week Market Minute 01.27.21
01/29/2021
Stocks were lower in early trading this week as investors mull over a plethora of earnings, vaccine developments, and progress...
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Market Recap – Week Ending 01.22.21
01/26/2021
Overview: Stocks around the world were higher last week, led by emerging markets (MSCI EM), up 2.6%. Here in the U.S.,...
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Medicare Changes in 2021
01/22/2021
What 2021 Means For Your Medicare Payments For those of you updating your budgets for 2021, we’re providing an overview...
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Mid-Week Market Minute 01.20.21
01/22/2021
Stocks both domestically and abroad traded higher this week leading up to the inauguration of President Joe Biden. Markets have...
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Market Recap – Week Ending 01.15.21
01/19/2021
Overview: The market narrative continued last week with investors weighing the potential benefits of fiscal stimulus against the extended lockdowns...
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Financial Planning: What is Your Picture?
01/15/2021
Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few goals that...
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Mid-Week Market Minute 01.13.21
01/14/2021
Stocks around the globe were mixed in early trading this week as investors remained cautious amidst a whirlwind of political...
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HK Financial Services Rebrands as Avantax Planning Partners
01/04/2021
HK Financial Services Rebrands as Avantax Planning Partners, Keeping the Same Powerful Value Proposition for Accounting Firms Avantax Planning Partners℠...
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Steven Wilson’s journey to better serving clients
12/07/2020
Steven Wilson’s journey to better serving clients My biggest clients to this day are the ones that I have done...
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