Beyond the Bell

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2022 Tax Guide for Gifting

As we start off the New Year, it’s never too early to start thinking about gifting strategies. Whether you plan on making gifts to charity or to loved ones, here are a few things to be thinking about.

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To Do List

Street$marts: A Year End To-Do List

As we start creating our to-do list for preparing for family gatherings, gift giving, and other festivities, we also think it’s important to create a financial check list before we ring in the New Year.

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Street$marts: Retirement Options for the Self-Employed

Today’s Street$marts is geared towards the self-employed: those individuals not earning a traditional paycheck from an employer in which a portion is automatically contributed to a 401k. You are your own boss! So the onus is really on you to get some sort of retirement plan rolling, and the landscape looks a bit different.

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Market Outlook Fall 2021

When we consider the past 20 months, not only the people of the world, but also the markets, have displayed considerable fortitude.

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Market Outlook Mid-Year 2021

Last quarter we made thematic references to “Back to the Future,” thinking perhaps the world was peeking around the corner at a return to some type of normalcy. As we start the second half of 2021, if our time traveler last quarter was dropped from the future into the Eastern United States today, odds are this traveler might not have a clue a pandemic just ravished the world.

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