Archive for September 2021
Summer 2021 Market Update Webinar Replay
The replay from our webinar held on September 9th, Summer 2021 Market Update is available now! This webinar was from the same live presentation that we gave in mid-August at Richland Country Club. If you were unable to attend both the in-person presentation or the webinar, now is your chance to view it. Do not…
Read MoreSummer 2021 Market Update
The audio replay from our webinar held on September 9th, Summer 2021 Market Update is available now! This webinar was from the same live presentation that we gave in mid-August at Richland Country Club. If you were unable to attend both the in-person presentation or the webinar, now is your chance to listen in. Do…
Read MoreWhat We Are Watching – Upcoming Tax Changes
Throughout this entire year, we’ve been hearing mumblings about Biden administration future tax changes and what they may look like. Finally, we’ve gotten some specific changes detailed from Congress and we want to share some of their proposals with you. Top corporate tax rate to go up to 26% on income above $5 million. Trump…
Read MoreShould You Consider a Roth IRA Conversion?
This year, some of the most frequent conversations we’re having revolve around upcoming tax changes. In 2018, then President Trump lowered tax rates across the board. Ever since, we’ve known that it’s likely tax rates will never be lower than they are right now. Now, under the current administration, tax rates are being heavily discussed…
Read MoreWhat is Going on with the Tax Increases that Biden has Discussed?
One of the questions we’ve been getting from clients is, “How high are taxes going to go and when will they take effect?”. It’s a fair question; taxes were one of the top agenda items that Biden campaigned on last fall. In this episode Myles discusses what we are hearing from our Washington insiders and…
Read MoreWhat We’re Watching – The $1T Bipartisan Infrastructure Bill
You may have seen over the past couple of weeks that a historic $1T infrastructure bill has made its through and passed the Senate via a bipartisan vote. The next stop for the bill is in the House of Representative’s where changes will be made and compromises will happen to get a final approval. As…
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