by Derek Dall'Olmo | Aug 27, 2021 | Uncategorized
I remember when my folks would take me to a candy shop or convenience store and let me pick out a candy bar. It was the greatest. There I was in front of dozens of delicious, chocolatey treats. It was a tough call on which one to get my hands on. We in the financial...
by Derek Dall'Olmo | Aug 5, 2021 | Monthly Market Brief
US Stocks Modest gains were posted for large-cap US equities in July while small caps and foreign stocks fell slightly. After posted huge gains through much of the first half of the year, diversified investors have seen their portfolios’ pace of gains slow. That’s not...
by Derek Dall'Olmo | Aug 4, 2021 | Weekly Happenings
Robinhood’s Lackluster IPO It was a busy week across the financial markets to round out July. A clampdown by the Chinese government on several industries hit its equity market hard. Several key US economic data points kept analysts busy. Meanwhile, corporate earnings...
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,...
