This quarterly newsletter gives you a market overview for the year and discusses preparing to retire in a down market and tips to regain your retirement savings in 2021.

Capital gains taxes apply to more than stocks. And the amount you pay will depend on a variety of factors. Here's how capital gains taxes work and a few methods you can use for reducing them.

The CARES Act was passed nearly eight months ago, but there's one benefit you may have overlooked. As you give to your favorite organizations this holiday season, keep this important change in mind.

After months of extensions, most of the benefits included in the CARES Act are expiring at the end of the year. Learn how this affects you and what you can do to move forward with financial certainty.

This quarterly update's goal is to focus on a few of the central themes for investors. With markets entering Fall, a time that has historically been associated with heavy volatility, investors should consider focusing on their personal objectives and timeframes.

Staying current on the ever-changing tax environment is a key component to help our clients benefit from potential tax reduction strategies.