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New Tax Laws 2021

Originally published on jewishobserver.org October 29, 2021 “Nothing is certain except death and taxes.” - Ben Franklin 1789 “It’s tough to make predictions, especially about the future.” - Yogi Berra Both Ben and Yogi are correct. As we approach the end of 2021,...


The Morning View: October 29, 2021

Announced this morning, Personal Income decreased -1.0% in September, a larger drop than expected which continues to reflect the impact of fiscal programs.  In addition, the Employment Cost Index, a measure of wages watched by the Federal Reserve, increased 1.3% in...


Mid-Month Market Perspectives

A New Quarter and the Inflation Wild Card Another historical (hysterical) market Unparalleled. That word might be a stretch to describe market actions this year, but given the strong follow-through earnings reports for the recent third quarter, it feels like...


The Effect of Parent Care on Financial Plans

BY: DAVID RUSSELL, CFP®, CSA® Vice President & Trust Officer  |  (601) 707-0008 Financial planning is a multi-disciplinary profession that follows a prescribed process of identifying the financial and aspirational goals of individuals and families and outlining a...


When Life Happens, Consider Revisiting Your Estate Plan

Over the last two calendar years, much of the discussion pertaining to estate planning has revolved around possible changes to the tax laws. While changes to tax laws certainly can and should prompt a review with your advisor, it’s much more common for major life...


Generation-Skipping Transfer Tax Basics

If your estate is big enough, you should know how generation-skipping transfer taxes work, and how to avoid paying more than you must. Originally published on Kiplinger.com October 22, 2021   If you have ever sought the advice of an estate planning professional,...


The Morning View: October 19, 2021

In this morning’s data, Housing Starts were 1,555,000 in September, weaker than expected and a decrease of -1.6% from the previous month, partly due to fewer starts in multi-family homes. In addition, Building Permits were 1,589,000 in September, much weaker than...


W|W|W – Mind the [financial] gap

When given the opportunity to share insights with a Women | Wealth | Wellness focus for Financial Planning Month, my mind was left racing with possibilities. There are so many unique situations women face, and each has opportunities and challenges that must be met....


Third Quarter 2021 Investment Commentary

Market Recap A September slump put a pause on the global equity bull market. The S&P 500 Index dropped 4.7% for the month, developed international equities fell 2.9%, and emerging-market (EM) stocks dropped 4.0%. For the third quarter, the S&P 500 was up just...


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