Fall 2021 The Energy Sector – Will Williams Alternative Thinking – Brian Christensen, CFA Build Back Better Act – Jeff Huizenga , CFP ®, ChFC, MSFS ® Continue...
There’s a common misconception that when you retire, your tax bills shrink, your tax returns become simpler and tax planning is a thing of the past. That may be true for some, but...
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Summer 2021 Tran•si•to•ry – Will Williams Tempering Expectations – Brian Christensen, CFA Continue Reading...
President Biden’s proposals for individual taxpayers were outlined in his April 28 address to Congress and in an 18-page fact sheet released by the White House. The “American...
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Spring 2021 The Ingredients for an Uptick in Inflation – Will Williams The Tide is Turning... – Brian Christensen, CFA Continue Reading...
On March 11, 2021, President Biden signed into law the American Rescue Plan Act (ARPA). The $1.9 trillion law is intended to provide far-reaching relief from the economic and other...
The Biden administration has announced several reforms to the popular Paycheck Protection Program (PPP) to bring greater relief to the smallest and most vulnerable businesses...
Winter 2021 A Trip Down Memory Lane – Will Williams Predictions for 2021 – Brian Christensen, CFA CNBC Ranks DVI #33 Continue Reading...
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After months of negotiations in Washington, an agreement has been struck on a new aid package to address the ongoing fallout from the COVID-19 pandemic. The legislation has been...