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Market Update: Feb. 1 Statement Shares Fed's Next Move
Market Update: Feb. 1 Statement Shares Fed's Next Move

We recently came across this article written by Brian Wesbury, Chief Economist, and Robert Stein, CFA, Deputy Chief Economist, both from First Trust Portfolios L.P. This article is an easy read and does an excellent job of breaking down what the Fed...
Ethics, Opportunity, and Unique Business Model Brings Bill Adams to EmVision
Ethics, Opportunity, and Unique Business Model Brings Bill Adams to EmVision

Bill Adams recently joined the EmVision Capital Advisors’ team as a wealth advisor. “After learning about this company’s ethical and moral compass, potential opportunity, and unique business model, I knew this was the right fit for me,” said Bill...
Market Commentary
Market Commentary

In December, markets sold off contributing to mixed results for the quarter and declines for 2022. High inflation levels and Fed rate hikes impacted the markets for the month, quarter, and year. Despite market turbulence, job growth, consumer...
Tax Changes You Need to Know About for 2022
Tax Changes You Need to Know About for 2022

At the end of a year dominated by inflation, interest rate hikes, market turbulence, and recession fears, we can all use a break. Thankfully, the Internal Revenue Service (IRS) has offered a few new tax guidelines to try to account for the various...
A Financial Checklist You Can Handle
A Financial Checklist You Can Handle

Starting fresh is always a great feeling, but the scale of what we set out to accomplish at the beginning of the year sometimes becomes overwhelming as the months go by. The question is, how can you stay motivated to meet your financial goals...
The Need for Regular Retirement Plan Maintenance
The Need for Regular Retirement Plan Maintenance

Looking after your retirement plan is a balancing act. Even the most comprehensive strategy needs regular maintenance to continue heading in the right direction.
Reviewing Your Tax Strategies
Reviewing Your Tax Strategies

Minimizing your potential income taxes requires a regular review of your financial picture and the current tax strategies available to you. In fact, tax planning can be a year-round activity.
The Path of Inflation - It's All About That Base
The Path of Inflation - It's All About That Base

Whether it's the price of bread, gasoline, or rent, we all feel inflation. As consumers, we often feel inflation differently than the Fed measures inflation. In this month's On The Mark, we explore three aspects of inflation – price change versus...
Medicare Advantage Do-Over
The Medicare Advantage Do-Over: What You Need to Know for Open Enrollment

We’ve all made decisions we wish we could change. If you enrolled in Medicare Part C, also known as Medicare Advantage, during the annual fall open enrollment and now doubt whether it’s the right health insurance for you, you may have the...

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