A Look Back at Markets in Q2

Smart Advice. Simply. Clearly. A LOOK BACK AT MARKETS IN Q2 The 2nd quarter was strong for U.S. equities. The S&P 500 reached a new all-time high in late June and closed the first half of 2021 with a 14% gain. Almost all sectors made gains over the 2nd quarter. The Federal Reserve’s rate-setting meeting […]

Group 11

Group 11 — HWS Golf Outing 2021

Group 10

Group 10 — HWS Golf Outing 2021

A May Letter to Clients: 7 Charitable Giving Missteps and Higher Taxes on Capital Gains

A May Letter to Clients: 7 Charitable Giving Missteps and Higher Taxes on Capital Gains Retirement Resource Center Individuals, foundations, bequests, and corporations gave an estimated $449.6 billion to U.S. charities in 2019, according to findings in Giving USA 2020: The Annual Report on Philanthropy for the Year 2019. Individuals accounted for an estimated $309.7 […]

2020 IRA Deadlines Are Approaching

Smart Advice. Simply. Clearly. 2020 IRA Deadlines Are Approaching Here’s what you need to know. Provided by Hilltop Wealth Solutions Financially, many of us associate April with taxes – but we should also associate April with important IRA deadlines. April 15, 2021 is the deadline to take your Required Minimum Distribution (RMD) from certain individual […]