September 6, 2023
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In August, markets declined, with US small caps the worst offenders. Large caps, international stocks, and bonds also went down. For the calendar year, large
July Market Recap In July, stocks continued to rally. While US small caps led, large caps and international stocks also had attractive returns, while bonds
In June, stocks rallied. While US small caps led, large caps, and international stocks also had attractive returns, while bonds slightly declined. For the calendar
In May, market performance was mostly negative. US large cap stocks inched higher, while small cap stocks, bonds, and international stocks declined.
In April, market performance was mixed. International stocks and US large caps had positive returns, while bonds were also up.
CPA Tami Reynolds is retiring this month! Tami joined the firm in the fall of 1986 and has been with us through 36 tax seasons.
We all know the saying, “It’s the little things that count.” This is especially true when it comes to your estate plan. Making sure your
In December 2022, Congress passed another massive tax bill, updating a number of provisions to assist Americans saving for retirement. This is commonly known as SECURE Act 2.0. Here are some highlights: