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Insights

Bridging the Gap

Between industry news and personal experience.

July 2021 Market Insights Thumbnail

July 2021 Market Insights

The S&P 500 continues to make new highs, with the market up over 17% this year (including dividends) and up about 38% over the past 12 months. The Dow Jones Industrial Average is around 35,000, while it touched 30,000 for the first time this past November.

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What is Ransomware and How Does it Happen? Thumbnail

What is Ransomware and How Does it Happen?

Let’s start with the FBI definition of ransomware: Ransomware is a type of malicious software, or malware, that encrypts data on a computer making it unusable. A malicious cybercriminal holds the data hostage until the ransom is paid. If the ransom is not paid, the victim’s data remains unavailable. Cybercriminals may also pressure the victims to pay the ransom by threatening to destroy the victim’s data or to release it to the public.

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Behind the Scenes in the Investment Department Thumbnail

Behind the Scenes in the Investment Department

We take a deeper dive into one part of the services we offer that includes planning, investments, business services, and taxes. We take you behind the scenes into our Investment Department, where we research stocks on a weekly basis. For the written transcript or to view the video, please click READ MORE below.

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June 2021 Market Insights Thumbnail

June 2021 Market Insights

Although it has not been a straight path higher, the S&P 500 index has logged 29 new record closing highs year-to-date. Retail investors have perhaps been emboldened, as the financial channels continue to spotlight the parabolic moves of latest “meme” stock(s) targeted by the WallStreetBets and other Reddit crowd traders.

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Scare Tactics in Financial Journalism and Sales:   Considerations and Questions to Help you Read Between the Lines Thumbnail

Scare Tactics in Financial Journalism and Sales: Considerations and Questions to Help you Read Between the Lines

Too often we find ourselves reading articles that predict financial doomsday or that have headlines designed to scare the reader into action or submission. In a world filled with non-stop news reporting and endless platforms to promote ideas, sell products, and gain attention, it can be very difficult to determine what is important and true.

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May 2021 Market Insights Thumbnail

May 2021 Market Insights

Inflation concerns are rising. So, for this newsletter, we will focus on consumer inflation and the CPI, or Consumer Price Index. There are many variations of CPI, including month-over-month, year-over-year, seasonally adjusted, and with or without food and energy prices.

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Is Your Small Business Eligible for the 2021 Employee Retention Credit? Thumbnail

Is Your Small Business Eligible for the 2021 Employee Retention Credit?

Your small business may be eligible for the Employee Retention Credit (ERC) in 2021 – and it is not too late to claim it. While the ERC was initially implemented by the Coronavirus Aid, Relief, and Economic Security (CARES) Act, it was the Consolidated Appropriations Act that extended the credit through June 30, 2021 and later the American Rescue Plan Act of 2021 that further extended the credit through December 31, 2021.

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April 2021 Market Insights Thumbnail

April 2021 Market Insights

Year-to-date, the equity markets continue to show positive momentum, reflecting growing signs of the economic recovery and rising expectations for corporate earnings. The S&P 500 is up 11.5% year-to-date as of yesterday’s close.

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