Does the S&P 500 Have the COVID-19 Antibody?

By |2020-05-19T10:03:40-08:00May 18th, 2020|Market Commentary|

Time to Read: 7 Minutes The US unemployment rate jumped to 14.7% in April, the highest level since the Great Depression. Manufacturing activity plunged to an 11-year low. The Leading Economic Index posted the largest decline in its 60-year history. Full-year earnings estimates have tumbled downward across all sectors. While all this bad economic news

Mortgage Refinancing: How the Market Downturn Has Provided an Interesting Opportunity

By |2020-08-04T08:10:22-08:00May 8th, 2020|Wealth Management Resources|

Time to Read: 8 Minutes As coronavirus concerns continue, millions of homeowners have been receiving surprisingly good news as mortgage rates continue to hit new record lows. Last Month, the national average rate for a 30-year mortgage fell to 3.33 percent, with an average of 0.7 points paid, according to data from Freddie Mac. Mortgage rates

Health Savings Accounts: A Simple Tax Break for High Earners

By |2020-06-10T11:47:27-08:00May 5th, 2020|Wealth Management Resources|

Time to Read: 5 Minutes The number of tax-savings strategies available to affluent investors and high-income earners continues to shrink—but Health Savings Accounts (HSAs) are a noteworthy exception to this trend. Often overlooked or misunderstood, HSAs can be a great tool when used correctly. An HSA can create an easy annual income tax deduction