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Weekly Happenings of August 1st: Going Public

Weekly Happenings of August 1st: Going Public

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...
Weekly Happenings of August 1st: Going Public

Weekly Happenings of July 21st: 529 Plans & Benefits

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...
Weekly Happenings of August 1st: Going Public

Weekly Happenings of July 11th: Child Tax Credit – Make it Count

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,...
Weekly Happenings of August 1st: Going Public

Weekly Happenings of July 4th: Survey Says

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....
Weekly Happenings of August 1st: Going Public

Weekly Happenings of June 21st: Emergency Savings—Another Option?

by Derek Dall'Olmo | Jun 23, 2021 | Weekly Happenings

Earlier this month, legislation was put forward in the Senate to beef up emergency savings opportunities for retirement participants. The “Enhancing Emergency and Retirement Savings Act of 2021” would let people withdraw from their retirement accounts penalty-free....
Weekly Happenings of August 1st: Going Public

Weekly Happenings of June 14th: Green With Envy

by Derek Dall'Olmo | Jun 16, 2021 | Weekly Happenings

One of the best things about summertime in the Great Lakes is how verdant the landscape is. Being surrounded by big, beautiful sugar maple trees in deep green with a warm breeze—it doesn’t get much better than that. Green is also a trend we see in financial markets....
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