by newcente | Jan 13, 2022 | Blog, Equity Markets, Fixed Income Markets, In The News, John D Wolfsberg, Kevin Donohue, Mark J. Barry, Market Commentary, Uncategorized, What's New
Fourth Quarter Market Commentary January 13, 2022: The ease of access to information and media are both a blessing and a curse. With headlines always at their height in the last quarter of the year, our investment team has compiled their market commentary to cut...
by newcente | Jan 6, 2022 | Blog, Family Focus, In The News, Tax Planning, Uncategorized, What's New
What are Tax Credits, and Which Apply to Me? January 6, 2022: Throughout tax season we will be posting key tax-terms to assist with your preparation conversations for your 2021 filing. Oftentimes it is easy to overlook basic terms without understanding, so we will...
by newcente | Dec 27, 2021 | Blog, Business Planning, Financial Planning, In The News, Tax Planning, Uncategorized, What's New
PPP Loan Forgiveness and Tax Planning December 27, 2021: The approaching New Year will don a new tax season, and it’s time to consider what that means for any Paycheck Protection Program (PPP) loans you may have taken during the pandemic in order to keep your...
by newcente | Dec 14, 2021 | Ashley R. Agnew, Blog, Family Focus, Financial Therapy, Uncategorized, What's New
Good Grief: Adjusting to Short Winter Days December 14, 2021, By Ashley Agnew: This is a great season for togetherness, celebration, and heart-warming holiday movies. One of our favorites is the classic ‘A Charlie Brown Christmas’ where the lead character tries to...
by newcente | Dec 8, 2021 | Ashley R. Agnew, Blog, Business Planning, Family Focus, Firm Events, In The News, Uncategorized, What's New
Happy Holidays and 2022 Charitable Initiative December 12/8/21, By Ashley Agnew: Season’s Greetings! As 2021 arrives at its final weeks, we reflect on the uncertainty we navigated throughout the year. Like an echo from the year before, it was like...
by newcente | Nov 23, 2021 | Ashley R. Agnew, Blog, Business Planning, Family Focus, In The News, Uncategorized, What's New
Happy Thanksgiving and Holiday Hours November 23, 2021: We wish you and your families a very Happy Thanksgiving, and hope you are able to celebrate safely, perhaps in larger gatherings this year as opposed to 2020. At the same time, we know that many are spending the...
