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Bridging the Gap

Between industry news and personal experience.

2021 Q2 Newsletter Thumbnail

2021 Q2 Newsletter

In the first half of 2021, investors welcomed a new administration in the United States of America, saw the reopening of many countries, experienced volatility in equity markets and ended a second quarter that produced many new highs.

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2021 Q1 Newsletter Thumbnail

2021 Q1 Newsletter

What a difference a year makes. The first quarter of 2021 included the one-year anniversary from the March 2020 equity market’s bottom. For the first quarter of 2021, equity markets encountered volatility but still created all-time highs. With the potential of herd immunity following mass vaccinations, investors finished the quarter with hopes that the end of the pandemic could be seen by mid-year.

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2021 Tax Report

Income tax is a large revenue source for the United States government. While tax rates have changed many times, since the 1860’s, the United States has used a “progressive” tax code.

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2020 Q4 Newsletter Thumbnail

2020 Q4 Newsletter

Welcome to 2021! We hope that you and your family had an enjoyable holiday season. Last year presented some of the most challenging times for everyone and we are hoping that a new year will bring better results.

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