Insights

March 26, 2021

IRS extends tax filing and payment deadline

By: Ivan Lukic

The Internal Revenue Service (IRS) has extended this year’s federal income tax filing due date from April 15, 2021, to May 17, 2021.

March 11, 2021

Market Perspectives March 2021

Capital Markets

By: Wade Austin

February may be short on days (its last trading day was the 26th), but markets were not lacking for drama this February. 

March 5, 2021

Once You Retire, Where Will The Money Come From?

By: Bridget McDermott, CFP®

When you retire, you say goodbye to your commute, your early wake up calls, your high stress levels and… your paycheck. 

February 4, 2021

Market Perspectives February 2021

Capital Markets

By: Wade Austin

Stocks rode their post-election momentum into 2021 until a late bout of intense volatility during the last week of January erased the S&P 500 gains for the month. 

January 11, 2021

Market Perspectives January 2021

Capital Markets

By: Wade Austin

2020 will be a year we wish we could forget but never will. 

December 9, 2020

Market Perspectives December 2020

Capital Markets

By: Wade Austin

Equity markets worldwide experienced a “melt up” in November.

December 1, 2020

Are You Receiving Required Minimum Distributions (RMD) from Your IRA?

By: Lyric Martin, CFP

On November 6, 2020, the IRS issued new Tables for IRA distributions in 2022.

November 12, 2020

Market Perspectives November 2020

Capital Markets

By: Wade Austin

In October, uncertainties and drama associated with the election, pandemic, and fiscal stimulus negotiations weighed on markets.

November 2, 2020

How to Keep Records Minus The Clutter

By: Mary Alex Edmiston

Ever wonder if you need to save your recent restaurant receipt?  

Account Access