February 2021 – Newsletter
January 2021 Market Commentary Stocks continued to rally in the first few weeks of 2021, only to fade in the last week of January. The financial markets ended the month with [...]
January 2021 – Newsletter
December 2020 Market Commentary Stocks continued to rally in December, with several bull market laggards exhibiting outperformance. U.S. small and mid-sized stocks, along with international stocks, outperformed large U.S. stocks in [...]
January 2021 – Estimated Tax Payments
Dean Johns, CPA, CFP® reminds us that the deadline for 2020 tax estimates is fast approaching as the fourth quarter payment is due January 15th. See the [...]
November 2020 – Newsletter
November Market Commentary The “Santa Claus” rally came early this year with stocks posting low double-digit returns in November. Positive news on the COVID-19 vaccine front, coupled with a likely divided [...]
November 2020 – 529 Plan Distributions
Dean Johns, CPA, CFP® discusses section 529 plan distributions. See the video here, or visit our YouTube channel for more video content from 9258 Wealth Management. [...]
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