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 [...]

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. [...]

Dean Johns, CPA, CFP® discusses a few ways to efficiently make year-end charitable contributions. See the video here, or visit our YouTube channel for more video content [...]

October Market Commentary (This commentary was written prior to the November 3rd elections) October 2020 lived up to its history of being the most volatile month of the year for stocks. [...]

September Market Commentary There was very little to cheer about in September, as stocks posted moderate losses after a strong rally in the stock market since the March 2020 lows. Admittedly, [...]