Broker Check
Posted on November 18, 2021

Prices going up in 2022?

We hope you’re warm, well, and looking forward to some time with family and friends. We wanted to make a quick post about a couple of things: infrastructure, inflation, and taxes. President Biden just signed his much-debated bipartisan infrastructure deal. What does that mean for the economy? In the short term, some of the infrastructure […]

Category: News

Posted on October 07, 2021

The Latest On Taxes

Capitol Hill is producing more drama than Hollywood. We’ve got bold statements, ultimatums, cliff-hangers, and confusing sequels. We’ve even got folks paddling up to Senators’ party boats to discuss tax reform. Let’s recap what we know with some educated speculation about what could happen next. Congress is currently debating two action items on President Biden’s […]

Category: News

Posted on September 28, 2021

Video: Tax Unknowns

How can we prepare for new tax laws when we’re not sure what to expect for the rest of 2021 & beyond? Wilon Wealth Advisor Matthew Onstot shares three ways you can get ready for potential changes ahead.

Category: News

Posted on September 23, 2021

Storms Ahead? What You Need To Know.

The stock market got a little crazy this week. Is a storm coming? Let’s take a look at a few things that are driving market volatility right now: Fears of a financial crisis in China. China’s overheated real estate bubble is starting to pop and Evergrande, a giant Chinese property developer, is heading toward defaulting […]

Category: News

Posted on August 25, 2021

Taper Tantrum Part Deux?

There’s a lot to weigh right now. One big thing you may have heard about in the headlines is the Federal Reserve’s hint that it might start “tapering” soon.1 Could the Fed’s actions cause a correction or economic slowdown? Let’s discuss. First of all, what does ”tapering” mean? In econ-speak, tapering means winding down the […]

Category: News

Posted on August 11, 2021

How Far We’ve Come

Headlines are looking grim again, so let’s pause and take stock. Why are the headlines terrible? Because the media loves drama. This is not news to you or me or anyone who pays attention. The 24-hour news cycle is there to whip up emotions and keep us glued to the latest “BREAKING NEWS.” So, what’s […]

Category: News

Posted on July 22, 2021

Is The Sky Falling Again?

There’s a lot going on in the world right now. We thought this post was going to be about the $3.5 trillion budget deal or what to do with any child tax credits that may be heading your way. But then global markets jolted on fears of new viral variants. Is the sky actually falling? […]

Category: News

Posted on July 06, 2021

Video: Merger

Watch this video for more information regarding our recent merger with Bodensteiner Investment Advisors.  

Category: News

Posted on June 29, 2021

A Tale of Two Infrastructure Deals

It appears we have a deal on infrastructure. Maybe. After weeks of grandstanding, posturing, and wrangling, it looks like a bipartisan infrastructure deal that both parties can live with is in the works. Good news: no tax hikes. But you’ll want to read on because we’re not out of the woods yet. Before we dive […]

Category: News

Posted on June 18, 2021

Tax Worries? Let’s Dive In.

Are you tired of hearing about taxes? Us too. But here we are. Let’s dive in. So, we’ve got dueling infrastructure bills, plus a big proposed budget with lots of spending (and higher taxes inside). That’s a lot of expensive legislation on the table. What’s going to happen next? The Democrats and Republicans seem pretty […]

Category: News

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