by Derek Dall'Olmo | Jul 30, 2021 | Weekly Happenings
Michigan Earns Top 529 Plan Rating Back to school season is already here. Home-room bells will soon be tolling for the youngsters. There will be added apprehension this year with the Delta Variant making its way across America—while we encourage everyone to be...
by Derek Dall'Olmo | Jul 15, 2021 | Weekly Happenings
There has been no shortage of important tax policy updates during the last 16 months. Major areas that have seen shifts include unemployment benefits, retirement rules, filing extensions, and this week we tack on another—the Child Tax Credit. It’s not breaking news,...
by Derek Dall'Olmo | Jul 8, 2021 | Weekly Happenings
One of the greatest TV game shows of all time is Family Feud. The old episodes with Richard Dawson as host were the best. As the years have gone on, the survey questions have gotten wackier. That brings us to a recent financial survey that shows some wacky results....
by Derek Dall'Olmo | Jul 6, 2021 | Monthly Market Brief
US Stocks The old is new again as investors turned their focus back to the big technology stocks such as Apple, Microsoft, Google, Facebook, and Amazon. Strength in these mega-cap companies helped lift the S&P 500 to an all-time high in June. It was a fifth...
