Posts in Insights
FINANCIAL PLANNING TIDBITS: 2024 TAX EXTENSIONS AND RELIEF OPTIONS FOR STORM-AFFECTED AREAS

For taxpayers impacted by recent storms across the Southeastern United States, the IRS has extended key deadlines for filing and paying 2024 taxes and provides guidance for relief.


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MARKET UPDATE AUGUST 7, 2024

The market is on a notable upswing, with the MAG 7 stocks (TSLA, AAPL, AMZN, GOOG, MSFT, META, NVDA) leading. The ETF that focuses on these top stocks has seen an impressive 23.77% increase this year and a remarkable 34.52% increase over the past 12 months. In contrast, the equal-weighted S&P (RSP) has experienced a modest 5.10% increase this year and a 10.49% increase over the past 12 months.

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MARKET UPDATE JANUARY 10, 2024

Last year saw equity markets climb a wall of worry as most major equity indexes saw double-digit growth despite the majority of pundits calling for a recession during the year. Our models started getting bullish in October 2022 and remained that way for much of 2023. After the robust rally we saw in the fourth quarter, our sentiment models indicate that market participants may be overly optimistic.

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MARKET UPDATE MARCH 28, 2023

The Fed raised rates by another 25 bps in their policy announcement last week, which the market mostly took in stride as the increase was expected. Interestingly enough, the market has been essentially flat since the news broke of the Silicon Valley Bank troubles and was positive last week, even with the Fed’s announcement and Treasury Secretary Yellen’s comments on backing all bank deposits with the FDIC program.

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