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3 posts categorized as "Uncategorized"

Halloween Can’t Spook the Equity Markets

Nov 1, 2021

By Jack Kraft, Advisor Directed Portfolio Analyst

Halloween season did very little to spook an ounce of fear into investors this October. Last week was filled with a flurry of corporate earnings reports, important economic data, and negotiations on Capitol Hill. Despite the busy week of news, market participants continued to pile into U.S. equities with growth stocks outperforming their value counterpart. The S&P 500 finished the week up 1.4% and notched its strongest monthly performance (+7.0%) this year.

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A Couple Dashes of Seasoning

Oct 25, 2021

By Pete Biebel, Senior Vice President

Over the past couple months, you’ve probably heard a sprinkling of sage market analysts describing the seasonal tendency for the U.S. stock market to exhibit weakness in September and October followed by a rally into year-end. Many recent years have been peppered with tastings of that seasonality. This year, so far, has been no exception. Following a high in early-September, the negative aspect of that seasonal tendency was apparent. 

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Estate and Gift Tax Rules May Change Again!

Oct 21, 2021

By Jeffrey R. Wolfe, Senior Vice President, Manager of Wealth Planning Strategies

As we wrap up Estate Planning Awareness Week for this year, there’s an elephant in the room among estate planners: the latest tax proposals from the Congressional Ways and Means Committee. There are dozens of proposals including income tax changes, retirement plan changes and the like, but for our purposes we will focus on the gift and estate tax changes.

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