One of the opportunities we highlighted early in the year in our 2025 Outlook was a big tax bill that boosted corporate profits, similar to 2017. We never believed it would be as large as the 2017 tax bill’s boost on profits—after all, you can only cut the corporate tax rate from 35% to 21% …
As an investor are you following a disciplined investment process or are you lacking a measurable strategy in your investment decisions? Consider your long-term investment objectives. As the markets go up and down, it can be challenging to keep your emotions in check if you are not followin …
There’s been lots of coverage in the news the past couple of weeks about changes to Social Security claiming strategies, so we’d like to share a few key highlights about what’s changed and how it may affect you.
Published by Teresa Milner I have so much to do today – I’m so busy – if I multitask, I can get it all done – hmmmmmmm, I need to be at 2 functions tonight at the same time – the school just called and my daughter is sick, ugh…. How can I get all my …
Published by Beth Schanou A current estate plan is important to have in place for senior citizens. This planning is just as vital for parents of minor children for two important reasons: naming a guardian and arranging for the management of the children’s inheritance.
As investment analysts we always need to be aware of the current market environment and its impact on companies in our coverage lists. At times these factors can be easy to spot; however, this is not always the case.
Published by: Rob Furlong I recently celebrated a milestone birthday doing one of my favorite things in one of my favorite places: riding my bike in the San Juan Mountains of southern Colorado.
