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So far Chip Evans has created 8 blog entries.

The Stock Market This Week: January 11-15

2021-01-15T16:43:18-05:00January 11th, 2021|Blog|

The Stock Market This Week: January 11-15 By: Stacey Nickens Economic News Job openings declined slightly in November, falling to 6.527 million. The Small Business Optimism Index also fell, declining to 95.9 in December. Total CPI rose 0.4% m/m in December, showing that inflationary concerns largely remain a nonissue. Initial claims for the week ending [...]

Your Tax Fact Sheet for the 2020 and 2021 Tax Years

2021-01-25T16:12:36-05:00January 11th, 2021|Uncategorized|

Your Tax Fact Sheet for the 2020 and 2021 Tax Years By: Stacey Nickens As we head into tax season, I wanted to make you aware of some tax code changes and tax facts. Many of these changes are small and only impact income or contribution limits. In the first section, I will review general [...]

Financial Lessons We Can Learn From 2020

2021-01-08T16:10:51-05:00January 8th, 2021|Blog|

Financial Lessons We Can Learn From 2020 By: Stacey Nickens To say that 2020 was a tumultuous year could be an understatement. Between the pandemic and a presidential election, many of us experienced plenty of uncertainty and stress. For some of us, we lost loved ones or became ill ourselves. However, challenging times always teach [...]

The Stock Market This Week: January 4-8

2021-01-08T17:16:18-05:00January 4th, 2021|Blog|

The Stock Market This Week: January 4-8 By: Stacey Nickens Earnings Reports Economic News Total construction spending increased 0.9% in November. Private construction spending rose 1.2% m/m, while public construction spending fell 0.2%. Overall, the data suggested that the residential construction market remained strong. The December IHS Markit Manufacturing PMI rose to 57.1. December's manufacturing [...]

UTMA vs 529: Which plan should I choose?

2021-01-04T12:07:01-05:00January 4th, 2021|Blog|

UTMA vs 529: Which plan should I choose? By: Stacey Nickens As you set your financial resolutions for 2021, you may consider saving for your child or grandchild's future educational needs. You could use an UTMA (Uniform Transfer to Minors Act) or 529 Plan to save money for a minor beneficiary. Opening either account allows [...]

Tax Provisions in the New COVID Relief Bill

2020-12-28T17:39:12-05:00December 28th, 2020|Blog|

Tax Provisions in the New COVID Relief Bill By: Stacey Nickens On Sunday evening, President Donald Trump signed a new COVID relief bill into law. The package includes additional fiscal stimulus for certain households, an extension of unemployment benefits, and increased funding for the Paycheck Protection Program. The bill also creates, modifies, or extends a [...]

Preparing for Potential Tax Changes in 2021

2020-12-18T14:31:38-05:00December 17th, 2020|Blog|

Preparing for Potential Tax Changes in 2021 By: Stacey Nickens With 2021 on the horizon, many of us are wondering how tax law may change under a new administration. First off, I think it's important to remember that we will likely have a divided government. A divided government is unlikely to pass sweeping changes to [...]

3 Common Investing Mistakes and How to Avoid Them

2020-12-18T14:30:47-05:00December 11th, 2020|Blog|

3 Common Investing Mistakes and How to Avoid Them By: Stacey Nickens We all know the old truism, "Learn from your mistakes." However, learning from your mistakes is not as easy as it sounds. Sometimes we are not able to identify the specific mistake that we made. Or we are unsure how to fix or [...]