Category: Uncategorized

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April Gains Across Economic Data Suggest Return to Normal May Be Imminent

Accommodative stimulus and vaccination efforts stoked tangible gains across a host of economic data, suggesting the bid to return to normal is both viable and, perhaps, imminent.

The White House in Washington DC

Biden Administration Tax Proposals: What’s Included, What’s Not, and What to Consider

President Biden’s “American Families Plan” includes $1 trillion of spending and $800 billion of tax cuts over a 10-year period. It would largely be funded by tax increases targeted for high-income taxpayers, raising $1.5 trillion over a decade. Here’s a look at the plan and important planning considerations.

The ‘For the 99.5 Percent Act’ Could End These Favorable Estate Planning Provisions

The proposed “For the 99.5 Percent Act” aims to make significant changes to the estate and gift tax and would impact several estate planning techniques.

Economic Growth Takes Off in March

U.S. business activity registered a substantial increase at the end of the first quarter, and the U.S. manufacturing sector registered the sharpest upturn in new business in almost seven years.

C.W. O’Conner Wealth Advisors’ March Market Recap

Last month, the U.S. dollar strength hurt emerging markets in both Fixed Income and Equities. Wide-scale vaccination efforts, however, spurred optimism for synchronized global growth.

taxes

Biden Considers Tax Hikes to Pay for Future Economy-Boosting Programs

As the White House considers how to pay for future policy programs meant to boost the economy, tax hikes will likely be in the mix. What can you expect from future tax reform?

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Consumers Poised to Spend? February Retail Sales Data Exceeds Expectations

Strong February retail sales data might suggest that consumers are poised to spend their stimulus checks and other savings that have accumulated during the pandemic-induced lockdown.

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5 Financial Planning Updates for 2021

How might the Consolidated Appropriations Act (CAA), passed in late December 2020, impact your financial planning in 2021? We highlight provisions from the CAA and four other updates that you should know about in 2021.

rainbow

Optimism Continues into 2021

Conditions appear to be in place for growth-sensitive assets to continue their climb that began a little less than a year ago.

Our 2021 Financial Planning Guide is Now Available

Our Financial Planning Guide features updates on tax planning, saving for retirement and education, risk management, and more.