On August 8, 2020, the president issued an executive order to allow the deferral of certain payroll taxes during the last four months of 2020.

Stocks continued to slide last Tuesday as falling tech shares pulled the Nasdaq down 4.1%.

Although some implications of the post-pandemic world are evident, others, for now, are more opaque.

Major life events often indicate a need to change your plan.

The question isn't "will foreign stocks come back?" It's a matter of when.

Stocks sagged last Monday, but not enough to dampen a banner month of returns in August.

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Research analysts suspect that we've safely averted much of what would result in a long-term financial crisis during the COVID-19 economic downturn.

The market is not the economy, but the economy certainly affects the market.

Last week began with a bang. The Dow climbed 1.4% to reach 28,300 for the first time since February.

Mortgage rates are at record lows, and clients may wish to explore re-financing if they have not already.

This week, initial claims for unemployment insurance fell below one million for the first time since March, and retail sales eclipsed the pre-pandemic levels seen earlier this year.

Estate planning with a business especially focuses on managing ownership assets, which requires more sophisticated planning.

Tech stocks rallied last Monday, and the S&P 500 once again spent some of the day above its record high, only to tail off by the end of trading.

72% of the U.S. population is interested in sustainable investing, yet many investors still find the space confusing.

In late June, the IRS released notices which clarify many of the details for both retirement plan participants and sponsors.

With so many people retiring and especially with the impact of COVID-19 on the economy, many clients are faced with important decisions on their healthcare.

Stocks started the week mostly higher as investors anticipated additional virus stimulus relief.

Our trip by camper took us 4000 miles across the interior of the United States: Texas, Arkansas, Oklahoma, Kansas, Colorado, New Mexico, and back to Texas. We grew as individuals and as a family.

Across the country, communities are demanding an end to racial injustice and systems of oppression.