Archive for September 2021
Stock Market Declines and Recoveries
INVESTMENT COMMITTEE COMMENTARY SEPTEMBER 2021 September is historically the worst month for U.S. stock market performance. Since 1926, it is the only month where the average stock market returns are negative. This year, equities also declined in September. This month’s drawdown occurred after the S&P 500 had delivered its best performance through August since 1997.…
Read MorePresident Biden’s New Tax PROPOSAL – A Window for Estate Planning May Be Closing
Every year represents a planning opportunity, but some years have more to offer than others. This is particularly true when tax policy is changing in Washington, as it is now. President Biden’s tax plan, as released by the House Ways and Means Committee, proposes significant changes to both income and estate taxes, as well as…
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