State of the Market – Spring 2025

March was an awful month for U.S. equities as the S&P 500 Index fell almost 6%.  All sectors were negative…
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2024 Election Outlook: Anticipating Democratic Tax Proposals

As the 2024 elections approach, taxpayers and businesses alike eagerly observe the potential shifts in income tax policy that could…
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The Wait Is Over; Or Is It?

Summer is in full swing, and the housing market is heating up. August came and brought the lowest mortgage rates…
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Bait and Switch or The New Reality?

Welcome to 2024!  The past three years have been a difficult reality to digest when it comes to home buying;…
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The Dirty Dozen of the IRS: A Guide for Tax Season

As we enter another tax season, we must remain alert to the numerous pitfalls that can trap the unwary taxpayer….
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