Newsletter - 3rd Quarter 2020
Equity markets, interest rates, unemployment and the presidential election are the hot topics of our Quarterly Newsletter. Read more and see what our professionals have to say.
The Social Security Administration Has Announced Cost of Living Adjustments & Tax Changes For 2021. Here's What You Need to Know
The Social Security Administration announced a 2021 Cost of Living Increase of 1.3% on Oct. 13, 2020. Whether you’re currently working or enjoying retirement, here’s how you may be affected.
Presidential Elections & The Stock Market: Is There a Correlation?
Does the upcoming election mean it's time to reassess your portfolio? Here's a historical look at presidential elections & their impact on the stock market.
Webcast 3rd Quarter 2020
Broad equity markets trended higher for the third quarter. Gains were remarkably strong for the months of July and August. However, a modest pullback ensued in September as market participants became concerned that the second fiscal stimulus bill would be delayed. The upcoming U.S. presidential and senate elections also contributed to investor anxieties about the uncertainty surrounding future regulatory and tax policies and the impact that they could have on capital markets. See what our professionals have to say about what's coming in the 4th quarter of 2020.
5 Home Renovations That Can Affect Your Insurance
Home improvement doesn't stop just because you're in your retirement years. Learn how these top 5 renovations can have a large impact on your home insurance costs. Have a plan for these events so you don't get caught off guard.
5 Ways to Maximize Your Giving Strategy
As the holiday season quickly approaches, make sure you’re prepared with your year-end charitable giving strategy checklist. See our 5 tips to maximizing your giving.
