View Curated Resources to Help You Navigate COVID-19
View Curated Resources to Help You Navigate COVID-19

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August 1, 2021
Dogs Of The Dow Lose Ground To Market Since First Quarter
With the market's close this past Friday, July has come to an end and it has been four months since that last article. Through the first seven months of this…
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July 31, 2021
A Stealth Equity Market Correction
Although the S&P 500 Index is only down .61% from its recent high, under the surface, a large number of stocks have seen significant drawdowns from their own…
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July 30, 2021
Telehealth and Mental Wellbeing: How It Can Transform Your Campus Health
Even before the COVID-19 pandemic, the demand for counseling services at the nation’s colleges and universities was high. One study found that requests for…
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July 29, 2021
No Surprises Act Significantly Limits Balance Billing
Surprises can be wonderful when it comes to birthdays, anniversaries, gender reveal parties and the like.  But, surprises are extremely unwelcome when you need…
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July 28, 2021
A Confident Consumer
The Conference Board's Tuesday report on consumer confidence suggests economic activity in this third quarter remains robust. The July consumer confidence…
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July 26, 2021
Proposed Tax Reform: "Deemed Realization" Explained
Tax reform continues to be a moving target as we enter into the second half of 2021. Estate planners across the country are attempting to extrapolate likely…
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July 26, 2021
New Home Sales Lowest Since April 2020
The Census Bureaus report for June new home sales were reported at an annual rate of 676,000. This is the lowest level since April 2020 sales of 582,000…
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July 19, 2021
Turnaround Tuesday?
The S&P 500 Index closed down 1.59% on Monday and the Dow Jones Industrial Index was down 2.09%. At the low, and late in the trading session, the S&P 500 Index…
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July 17, 2021
Brick And Mortar Retail Not Dead Yet
This past week's advance report on retail sales for June shows sales increased at a .6% rate versus May and a 18% increase on a year over year basis. Total…
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July 16, 2021
Investor Letter Summer 2021
The first quarter of last year seems a distant memory, fading since the pandemic swoon. The equity markets continue to climb the proverbial “wall of worry.”…
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July 13, 2021
Small Businesses Unable To Find Employees
The challenges around hiring employees was a common theme in June's NFIB Small Business Optimism report among those firms that responded to the survey. The…
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July 11, 2021
Higher Inflation Contributing To Higher Equity Risk Premium
The recent focus of investors and strategists has centered on the higher level of inflation seen in the economy driven in part by higher home prices, higher…
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