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November 19, 2021
Legislative Update: Build Back Better
On Nov. 3, 2021, following the Oct. 28, 2021, release of the negotiated Build Back Better plan, the…
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November 17, 2021
Inflation Contributes To Higher October Retail Sales
Wednesday's October retail sales report showed a strong retail sales increase, month over month (MoM) of 1.7% and a year over year (YoY) increase of 16.3%…
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November 13, 2021
Inflation Dents Consumer Sentiment
This past week saw inflation reported at a very hot level, up .9% month over month and 6.2% year over year. If this monthly rate is annualized, the Consumer…
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November 11, 2021
Terry Horan Won the 2021 Bridge Builder Award
Congratulations to President & CEO, Terry Horan, for winning the 2021 Bridge Builder Award by…
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November 7, 2021
A Mixed Labor Market Report
Last Friday's Nonfarm Payrolls was reported at 531,000, better than expectations of 450,000 and the prior report for nonfarm payrolls was revised higher to 312…
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November 5, 2021
Tax Reform: New Legislative Language Released
Tax reform in 2021 continues to be a wild ride. Additional language was released on November 3. According to Finseca, the 2135-page legislation makes several…
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October 31, 2021
Dow Dogs Lagging Broader Market Since First Quarter
The Dogs of the Dow investment strategy jumped out to a fast start during the first quarter, outperforming both the S&P 500 Index and the Dow Jones Industrial…
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October 28, 2021
A Weak GDP Report For Q3 2021
Thursday's GDP report provided some support to our post earlier this week noting economic growth stalled in the third quarter. There are a number of inputs…
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October 28, 2021
The "Neal Proposal": Proposed Legislation and Action Items
Released on Sept. 13, 2021, the "Neal Proposal" to the U.S. House of Representatives Ways and Means…
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October 28, 2021
Wealth Transfer Under the Biden Tax Plan
President Joe Biden is proposing to eliminate "stepped-up basis" on property transferred at death…
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October 28, 2021
Proposed Legislative Changes Would Impact Use of ILITs in Estate Planning
This paper discusses proposed legislation that would impact current life insurance and estate…
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