Monthly Market Update- First Quarter 2021 Investment Commentary

Monthly Market Update- First Quarter 2021 Investment Commentary

April 2021 Market Recap Global stock markets celebrated the one-year anniversary of the pandemic-induced bear market low (March 23, 2020) with another strong quarter of returns. The S&P 500 Index gained 6.2%, developed international stocks rose 3.5%, and...

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The Morning View: February 5, 2021

The Morning View: February 5, 2021

Announced this morning, the economy added only 49,000 jobs in January, less than expected and only a slight improvement from last month’s negative result.  The Leisure and Hospitality industry was weak, losing 61,000 jobs in the month which follows a revised 536,000...

The Morning View: February 5, 2021

The Morning View: January 29, 2021

In this morning’s data, Personal Income increased 0.6% in December, more than expected.  Personal Spending decreased -0.2% in December, also better than expected, but still negative.  Meanwhile, earlier this week the first reading of GDP in the 4th quarter 2020...

The Morning View: February 5, 2021

The Morning View: January 21, 2020

Announced this morning, Initial Jobless Claims were 900,000 for the week ending January 16th, and Continuing Claims were 5,054,000 for the week ending January 9th.  Both were decreases from the previous week, but levels remain elevated.  Meanwhile, the European...

4 Tips To Make Estate Planning Easier For You and Your Heirs

4 Tips To Make Estate Planning Easier For You and Your Heirs

When it comes to estate planning, there is a well-known adage that has withstood the test of time and that families and individuals should heed: By failing to prepare, you are preparing to fail. For most people, estate planning and preparation do not rank high on a...

The Morning View: February 5, 2021

The Morning View: January 15, 2021

In this morning’s data, Retail Sales for December fell -0.7%, worse than expected.  Non-store Retailers, Electronics & Appliances, and Food Service & Drinking Places were especially weak, while Gasoline Stations showed some strength.  The Control Group, which...

Recognizing the Value of Financial Planning for Trust Beneficiaries

Recognizing the Value of Financial Planning for Trust Beneficiaries

BY: DAVID RUSSELL, CFP®, CSA® Vice President & Trust Officer  |  (601) 707-0008 When it comes to working with clients, professional services providers (CPAs, estate planning attorneys, for example) know that one thing is nearly certain: their clients’ financial...

The Morning View: February 5, 2021

The Morning View: January 8, 2021

Announced this morning, the economy lost jobs in December, falling -140,000, which is the first negative monthly print since April.  The Retail Trade and Construction industries were strong, while Leisure and Hospitality was very weak.  The Unemployment Rate held...

Worried about Passing Down a Big IRA? Consider a CRT

Worried about Passing Down a Big IRA? Consider a CRT

Charitable remainder trusts give you more options and more control on how your heirs inherit now that the “stretch” IRA is a thing of the past. Originally published on Kiplinger.com February 8, 2021 Since the mid-1970s, saving in a tax-deferred employer- sponsored...

Retirement Times January 2021 Newsletter

Retirement Times January 2021 Newsletter

January 2021 This month's Retirement Times discusses advisory services- should fiduciaries outsource retirement plan investment responsibility? Download the Retirement Times January newsletter here.

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