While we are now in 2021 we do have some more work ahead of us in terms of the virus related economy and society. So far we are off to a good start, but the markets always surprise us good and bad. I am optimistic that 2021 will be less dramatic than 2020.

Stay safe and until next time....

End of the year Commentary - 2020

Submitted by Oram & Kaylor on December 21st, 2020

Although it’s been said many times, many ways….this year is for the birds.

We hope that our loyal clients have been able to stay safe and sane during the turbulent year that we will remember as 2020.

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Calm before the storm.....?

Submitted by Oram & Kaylor on May 15th, 2017

Trying to accurately predict the movement of the financial markets is akin to predicting the weather. No one really knows, and we have to wait to see what actually happens.

DOW 20,000, now what?

Submitted by Oram & Kaylor on January 30th, 2017

Traders wore grins and commemorative hats Wednesday as the Dow Jones industrial average broke the 20,000 mark for the first time. The milestone reflects a growing economy. The private sector added 15.6 million jobs over the last 81 months; the Fed has begun increasing interest rates; and average wages grew 2.9 percent in December.

Still Time for Certain Tax Moves

Submitted by Oram & Kaylor on January 16th, 2017

Even as you look at a fresh 2017 calendar, you may still be able to make one or two strategic tax moves for 2016. But they must be made by the national filing deadline, which falls on Tuesday, April 17, this year.

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