Tesla Finally Cracks the S&P 500
Matt Bacon Nov 20, 2020 Tesla marks yet another milestone this week as it joins the S&P 500. The company will officially join the index on December 21, 2020. The stock is up about 478% year to [...]
Why Equity Markets Just Had Their Best Week in Seven Months
November 9th, 2020 Matt Bacon Equity markets rallied last week in a way we haven’t seen since April. The S&P 500, Dow, and NASDAQ indexes were up 7.35%, 7.12%, and 8.98% respectively over [...]
Paypal Takes the Plunge on Cryptocurrencies
October 22, 2020 Jim Stewart Paypal gave the crypto market a huge boost today by announcing that it was going to allow customers to buy, sell and hold Bitcoin and other virtual coins (Ethereum, Bitcoin [...]
Update on Fiscal Stimulus Round 2
A deal on a second round of fiscal stimulus has been in the works for months, but the House and Senate remain at an impasse. The death of Supreme Court Justice Ruth Bader Ginsburg on Sep. 18th [...]
Far-Reaching Effects of This Pandemic on Social Security and Taxes
Long after the restaurants and hotels are open again, the economic impact of the COVID-19 pandemic will still be felt by many individuals and the country. During this time of widespread unemployment, less is collected in payroll [...]
20 Ways to Minimize Your Taxes
October 12, 2017 We believe tax planning should be proactive and ongoing. A quick review before the New Year can help minimize taxes. Of course some tax regulations could change with the recently released tax reform plan [...]
Equifax Breach
September 21, 2017 Over the past week, we have received numerous inquiries from clients regarding the Equifax security breach. While the true scope of the breach has yet to be determined, we wanted to provide information about [...]
What are Cryptocurrencies?
July 17, 2017 Jeff Grodsky, CFP® Our society has been moving towards an electronic cashless payment system for many years. Most people don’t carry much physical cash with them anymore due to convenience, security, and [...]
The Rising Costs of Health Care
With the new administration’s failed initiative to repeal the Affordable Care Act, we have seen a renewed focus on the rising costs of health care. Health insurance premiums have risen 213% from 1999 to 2016 for family [...]
Cyber Security
October 14, 2016 We live in a world that is more connected than ever before and the internet touches almost all aspects of everyone’s daily life, whether we realize it or not. Over the past several years [...]
