Blog

What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a great recipe or some other surprise. So keep checking in. We’re glad to have you reading along.

Weekly Market Insights: Modest Losses After Choppy Week

Frank Wilson | Friday, March 26, 2021

Rising bond yields and improving economic conditions led to a choppy week of trading that ended in modest losses for investors.The Dow Jones Industrial Average fell 0.46%, while the Standard & Poor’s 500 declined 0.77%. The...

Weekly Market Insights: Is Stimulus Near?

Frank Wilson | Saturday, December 12, 2020

Stocks marched higher last week on an improving outlook for the passage of a fiscal stimulus package.The Dow Jones Industrial Average rose 1.03%, while the Standard & Poor’s 500 tacked on 1.67%. The Nasdaq Composite index...

Weekly Market Insights: New Infections Increase Anxiety

Frank Wilson | Friday, November 27, 2020

Despite news of another COVID-19 vaccine candidate, stocks were mixed amid investor anxiety over an increase in new infections and economic lockdowns.The Dow Jones Industrial Average fell 0.73%, while the Standard & Poor’s...

Election 2020: Biden’s Policy Initiatives

Frank Wilson | Thursday, November 19, 2020

Now that several major news groups have projected Joe Biden the winner of the presidential election—and Congress appears divided with Democrats in control of the House and Republicans the Senate—it’s a good time to...

Weekly Market Insights: Markets React to Election

Frank Wilson | Thursday, November 12, 2020

Stocks soared last week as investors anticipated that a split Congress would raise legislative hurdles to changing corporate taxes and adjusting regulatory oversight of big technology companies.The Dow Jones Industrial Average jumped...

Weekly Market Insights: No Stimulus, Stocks Lag

Frank Wilson | Monday, November 2, 2020

Stock prices dropped last week as hopes for a fiscal stimulus bill faded and investors focused on rising COVID-19 infections, here and abroad.The Dow Jones Industrial Average slid 6.47%, while the Standard & Poor’s 500...

Election 2020: Managing Your Emotions

Frank Wilson | Thursday, October 15, 2020

It’s a startling statistic.45% of consumers with $100,000 or more investable assets expect to make changes to their investments due to the upcoming 2020 presidential election.1Second-guessing your investment strategy is natural,...

Election 2020: Economic Issues in the Crosshairs

Frank Wilson | Friday, October 2, 2020

It should come as no surprise to hear the economy is the top issue for voters in the 2020 election. Nearly 8 in ten voters say that the economy will be very important to them when they cast their votes.1But when voters say...

2020 RMD Income Tax Relief is possible

Frank Wilson | Thursday, September 10, 2020

Are you one of the many retirement account holders who took a mandatory distribution this year? If so, you may be able to manage the taxes associated with Required Minimum Distributions (RMDs) from traditional IRAs and 401(k)s. There...

What is Reg BI?

Frank Wilson | Friday, July 24, 2020

Recently, you may have heard that financial industry regulators established a new set of rules designed to guide investors who work with an investment professional. This new set of rules is called “Regulation Best...

30-year Home Loans Fall to Historic Lows

Frank Wilson | Thursday, July 23, 2020

Lately, it can feel like each day brings a new headline about fluctuating market behavior. But amid the ups and downs of 2020, there may be some potential good news on the horizon. On July 16, 2020, the interest rate for a 30-year...

Weekly Market Insights: Stocks See a Mixed Week

Frank Wilson | Tuesday, July 21, 2020

Stocks were mixed last week as investors reacted to positive economic data, progress on a COVID-19 vaccine, and the continued nationwide increase in COVID-19 cases.The Dow Jones Industrial Average gained 2.29%, while the Standard...

Working from home

Frank Wilson | Monday, April 20, 2020

work from home

Frank Wilson | Monday, April 20, 2020

My wife barges into my little sanctuary of a home office and announces that she needs photos of someone working for home for her advertising piece and the next thing you know, I am a star in a ad for copiers. LOL. I guess if that's the...

Frank Wilson | Wednesday, April 15, 2020

IRAs play an important role in helping you achieve your long-term financial goals and with the extension of tax season, this window of opportunity remains open. On March 18, 2020, in response to the President’s COVID-19 Emergency...

Had to breakout this morning

Frank Wilson | Monday, April 6, 2020

Well for the first time in forever, I left the house and went to Walmart to pick up our order. We got milk, eggs and vegetables but I see some people are still buying mountains of food, There were a couple of people buying so much that...

Today’s recipe home made cinnamon rolls

Frank Wilson | Saturday, March 28, 2020

While we are on lockdown. I decided to get creative and drag out the bread machine. .A quick search on the internet gave me the basic recipe and I modified it as follows: Ingredients For the Cinnamon Roll Dough: 1 cup milk 1 large egg...

Frank Wilson | Tuesday, March 24, 2020

The markets are up this morning on the news that the government is close to passing a 1.6 trillion corona virus relief bill. As I am writing this the S&P 500 index is up over 6.7% and the DOW index is over 7.6%.

Frank Wilson | Monday, March 23, 2020

In response to the coronavirus pandemic, taxes are delayed 90 days... You can still file early but if you need the extra time you have till July 15th 2020 to pay the tax man.

Working from home

Frank Wilson | Saturday, March 21, 2020

It's been a crazy two weeks. As a country, we have reached a spot none of us have seen before. As families and individual we have locked ourselves away and practiced "social distancing". The grocery stores are empty and everyone is...

Frank Wilson | Friday, March 20, 2020

I know we are all worried about the corona virus and what it is doing to our brokerage and retirement accounts. Scott is ISC's President and he has put this in pretty plain language in his blog and I wanted to share this with you....

Update on Coronavirus

Thursday, March 12, 2020

It is official today, many of you are going to be experiencing workplace disruption because of your employer’s corona virus policies. Many of you are already going to be working remotely and many more of your employers are...

End of the Bull Market?

Frank Wilson | Monday, March 9, 2020

This could be the official end of the long running bull market. If you are watching the news: OPEC had a fight between Russia and Saudi Arabia sinking oil prices overnight. It was a violent selloff and oil was down 20% on this jump....

Frank Wilson | Tuesday, March 3, 2020

I received the following information from one of our friends at Fidelity. This is a very well written article expressing Fidelities views on the corona virus. Coronavirus and Stocks in Perpsective : https://institutional.fidelity...

Frank Wilson | Monday, February 17, 2020

The government made some changes to the way retirement plans are handled going forward. Somethings to know: 1. You may be able to delay taking RMDs until age 72. 2. There will be no more stretch IRAs. 3. Even if you are over 70.5 years...

Frank Wilson | Tuesday, January 14, 2020

Congratulations to Lori Arnold, the winner of our Olive Garden gift card, at Vernon colleges spring semester commencement. We hope you enjoy a great meal.