Earlier in March, the IRS announced that the 2020 federal income tax filing deadlines were extended for individuals to May 17, 2021. Some states, including Maine and South Carolina, have also extended their 2020 individual…
“I have some extra cash, what should I do with it?” Or, “I don’t want to invest right now, the market is too high and a correction is coming.” As advisors, we’ve heard questions and…
The term “tax season” might make you think about the dreaded task of collecting W-2s, 1099s, donation receipts, mortgage interest statements, and all the other documents needed to complete your tax return. Tax season certainly…
By: Zachary Means, CEO “The only value of stock forecasters is to make fortune-tellers look good.” – Warren Buffett. Every year, top firms, analysts, and economists provide projections on the markets’ direction and offer a…
Check out our Year-End Booklet, Perspectives! Click to view.
As the holiday season and end of the year approaches, many think about meaningful ways to give. While the primary purpose of giving is to provide support to charities and those in need, there are…
By: Zachary Means, CEO Source: DFA Funds It was election day 2016. I’ll never forget watching the news stations read off which candidate, Clinton or Trump, had won each state. Massachusetts went to Clinton, Florida…
2020 certainly has been a year to remember, with what feels like more headline-worthy events than one can count. As we look toward the fall, it seems that the drama of 2020 will only continue…
This month we teamed up with Meredith Maller from the law firm Eaton Peabody to provide you with information on an estate planning topic that we often discuss with our clients. During this difficult time,…
The last few days notwithstanding, the stock market has staged a significant recovery from the market lows we saw in late March. While off its all-time high reached in February, the S&P 500 stands at…