Test
Fraud Protection
Take steps now to protect your business against future fraud.
<p>Start by gauging your risk in two common fraud scenarios.</p>
Economy
Deflate — Week of May 17, 2021
<p>Consolidate and rotate – typical post-earnings pause; but inflation? Higher for longer. </p>
Economy
Rotation — Week of May 10, 2021
<p>Lousy April jobs number will get repaired in coming months; consolidation and rotation in stocks continues.</p>
Economy
In tune — Week of May 3, 2021
<p>Markets in tune with history; earnings season going very well.</p>
Financial Planning
What the SECURE Act means for you
<p>Learn how new legislation affecting retirement accounts could impact you and your beneficiaries.</p>
Economy
Recap — Week of April 26, 2021
<p>Just more good news: great earnings, rebounding economy, lots of jobs.</p>
Financial Planning
What's missing from your financial plan?
<p>You’ve carefully built and managed your nest egg, providing for the future through prudent planning and investment. But are all of your bases covered? </p>
Financial Planning
Reduce your tax burden through qualified charitable distributions.
<p>Seven things you should know when planning QCDs and potential benefits. </p>
Economy
Clean up — Week of March 29, 2021
<p>Rotation quarter for stocks; time for the economy to get going.</p>