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Estate Planning Market Update Business Savings Economy Managing your Wealth

Initial Market in President Biden's First Days

The S&P 500 Index was down 1% in January based on investors’ revised expectations of corporate revenue growth and earnings. First, the COVID-19..

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Modern housing development surrounded by water with a sun flare in the top right corner
Market Update Business Real Estate Managing your Wealth

Market showing resiliency in some sectors

Despite the concerns about strained relations with China, increased COVID infections, social protests, weaker earnings, high U.S. unemployment and..

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grandpa pushes grandson on swing
Estate Planning Managing your Wealth

Highlighting Highlighters

I normally do not make a practice of working from home, but with safe distancing and travel limitations sparked by the pandemic, staying home was..

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older couple biking at sunset
Estate Planning Taxes Managing your Wealth

Happy (SECURE Act) 2020!

The Setting Every Community Up for Retirement Enhancement Act of 2019, better known as the SECURE Act, is so new that estate planners and accountants..

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People kayaking
Estate Planning Savings Managing your Wealth

“Be Prepared” for Hiking the Investment Trail

Samuel A. Kiburz, who serves as Scoutmaster for a Boy Scout Troop in Punta Gorda and Chief Financial Officer for Crews Bank & Trust, sees several..

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Estate Planning, Market Update, Business, Savings, Economy, Managing your Wealth
02/2/21

Initial Market in President Biden's First Days

The S&P 500 Index was down 1% in January based on investors’ revised expectations of corporate revenue growth and earnings. First, the COVID-19 vaccine distribution and inoculation process is proceeding slowly while the virus is mutating. The new strains appear to be slightly more virulent and the vaccination timeline will take longer and delay economic normalization.

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Market Update, Business, Real Estate, Managing your Wealth
08/3/20

Market showing resiliency in some sectors

Despite the concerns about strained relations with China, increased COVID infections, social protests, weaker earnings, high U.S. unemployment and the November election, the S&P 500 Index is up 1% for the year while the Nasdaq Index is up 19.7%. The increasing spread of the virus is suppressing a healthy economic recovery as consumers and businesses remain conservative in their spending.

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Estate Planning, Managing your Wealth
07/8/20

Highlighting Highlighters

I normally do not make a practice of working from home, but with safe distancing and travel limitations sparked by the pandemic, staying home was something many were following.

After setting up my home office and starting some projects, I reached for my yellow highlighter, then laughed because I didn’t have one at home, then resorted to using Post-it Notes.

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Estate Planning, Taxes, Managing your Wealth
01/16/20

Happy (SECURE Act) 2020!

The Setting Every Community Up for Retirement Enhancement Act of 2019, better known as the SECURE Act, is so new that estate planners and accountants are still learning ways to plan around it to minimize the impact on existing and future clients. Following are some items to ponder as you review your estate plans through the year.

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Estate Planning, Savings, Managing your Wealth
11/27/19

“Be Prepared” for Hiking the Investment Trail

Samuel A. Kiburz, who serves as Scoutmaster for a Boy Scout Troop in Punta Gorda and Chief Financial Officer for Crews Bank & Trust, sees several similarities between the two callings. He described those parallels in a column he wrote after taking his troop to a summer camp in the Ocala National Forest.

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