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Weekly Market Insights: New Year's Rally in Reply to Positive Economic News
A strong Friday rally triggered by fresh signs of moderating inflation pushed stocks into positive territory to begin the new year. The Dow Jones Industrial Average rose 1.46%, while the Standard & Poor’s 500 advanced 1.45%....
Read MoreAn Update from Squareknot Advisory Partners
An Update from Squareknot Advisory Partners I am pleased to announce my move to LPL Financial. Spring is weeks away and exciting changes are in the works for my practice, Squareknot Advisory Partners. In December, LPL Holdings, Inc....
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Changing Jobs, Changing Times
Recently, Jeff Bezos, one of the wealthiest people in the world, announced he would take a different role at his company. Corporate moves make the news all the time, but for the largest companies, the story can jump from the business...
Read MoreMaximize your 2020 IRA contribution
Did you know that the deadline for contributing to your traditional or Roth IRA for tax year 2020 is approaching? You have until April 15, 2021, to maximize your 2020 contribution.It’s important to maximize your annual...
Read MoreCARES Act: Required Minimum Distribution Update
Hello, Tucked into the gigantic “Coronavirus Aid, Relief, and Economic Security” (“CARES”) Act were two key changes you should know about, regarding required minimum distributions (RMDs). Both were designed to...
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CARES Act Resources & Information Guide
Hello, As I’m sure you know, the $2 trillion “Coronavirus Aid, Relief, and Economic Security” (“CARES”) Act was recently signed into law. The CARES Act is designed to help those most impacted by the...
Read MoreCOVID-19 Update from SquareKnot Advisory Partners
To all my valued clients, The last few weeks have been nothing short of extraordinary, from travel, sporting events, and entertainment suspensions to shortages of consumer goods at the supermarkets. The uncertainty has had an impact on...
Read MoreA New Name: Squareknot Advisory Partners
My valued clients & friends, During our ongoing work together we frequently help you to develop and define a vision for your financial life, ultimately creating action plans designed to help you achieve your goals & objectives. The...
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