Why Do We Need A Women’s History Month?
For many young girls today, this may be a valid question. But for many of us, we grew up with ...
Trading vs. Investing: What We Can Learn from the GameStop Saga
I was recently quoted in an article for Long Island Newsday, and mentioned that there are big differences between investing ...
Winter 2021 Market Recap
As 2020 has finally come to an end, our Investment Team shares their insights on the year’s investment trends and ...
Paycheck Protection Program (PPP) and Employee Retention Credit (ERC) Updates
There has been an almost constant buzz over the past few weeks concerning various stimulus packages and potential tax code ...
Paycheck Protection Program (PPP) Loans: Round 2 Updates
The Small Business Administration (SBA) recently released more information regarding the second round of Paycheck Protection Program (PPP) loans as ...
Qualified Business Income (QBI)
Deduction May Create New Planning Strategies for Some Business Owners The Tax Cuts and Jobs Act of 2017 introduced a ...
Holiday Reading List 2020
In a year like no other, being at home for the holidays may present you with extra free time for ...
Bitcoin: A Brief Update for U.S.-Based Individual Investors
The following post will attempt to provide an overview of bitcoin’s current status. Please note that although we have made ...
2020 4th Quarter Commentary: “2020: Happily In Hindsight”
In this letter: As 2020 ends, the contrast between solid financial markets and the ravages of COVID-19 continued Both equity ...