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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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October 27, 2021
An Economy Nearing Stall Speed In Q3 2021
Thursday morning, October 28, 2021, the Bureau of Economic Analysis will report the Advanced reading on third quarter GDP or economic growth. At the beginning…
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October 24, 2021
Seasonally Positive Period For The Equity Market
The S&P 500 Index is on pace to finish 2021 with strong performance, up 22.39% so far in 2021. This year follows strong returns in 2019 and 2020, up 31.49% and…
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October 22, 2021
Investor Letter Fall 2021
The balance of 2021 will round out a year of extremes. Hot inflation readings, manufacturing…
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October 22, 2021
Rachele Wolf Named A Top Women Advisor in 2021
Congratulations to Vice President and Relationship Manager, Rachele Wolf, for being named a Top…
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October 18, 2021
HORANalytics Primary Care Databyte Recap
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October 18, 2021
HORANalytics Mental Health Databyte Recap
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October 18, 2021
The Importance of Preventive Care
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October 18, 2021
HDHP & HSA
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