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An Upbeat 2021
It can be easy to overlook the nation’s solid economic fundamentals when the financial media splashes stories every day about an army of amateur traders, short-selling mania, and initial public offerings (IPOs) that double in...
Read MoreRetiring in a Post-Pandemic World
Retiring in a Post-Pandemic World Imagine your ideal post-pandemic retirement with this hopeful, animated video. Learn More Dreaming Up an Active Retirement When you retire, how will you treat your next chapter? Learn More Here's...
Read MoreMonthly Market Update
Despite the positive trends in COVID-19 data, volatility began to return to the stock market in the final days of January, as retail traders set their eyes on GameStop (GME) stock and other heavily shorted securities, captivating the...
Read MoreCelebrating History
Former Federal Reserve chair Janet L. Yellen was sworn in as the 78th Secretary of the Treasury on January 26, 2021. This was a moment for historical reflection, as Yellen is the first woman confirmed to this vital cabinet position.1...
Read More2021 Taxes and more
In last week’s, Weekly Vision, we included an article regarding the IRS and their decision to begin accepting tax returns a little later this year, Friday, February 12th. Although the date change may seem disappointing to some,...
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U.S. Savings Rate and More
The personal savings rate in the United States, which is the amount of income left after taxes and household spending, has reached some significant milestones. In April, when much of the country stayed home to avoid the COVID-19...
Read MoreA Running Start
The first week of 2021 has proven to be a very busy week for the stock market with many ups and downs. In today's issue of the "Weekly Vision", we are providing an overview of events that had the most influence on last week's market...
Read MoreLooking Forward in 2021
The new year offers plenty of reason for optimism as COVID-19 vaccines are becoming available and the economic recovery is gaining momentum. At Vision, we have set a few resolutions for this year and are looking forward to embarking...
Read MorePreparing for 2021
I think we all can safely agree that 2020 has been rough. Emotionally, physically, mentally – just overall an exhausting year in all ways. Celebrating the new year is much anticipated and we want to share a few things you should...
Read MoreA Grateful Time
For many of us, 2020 has been a year unlike any other. For some, it’s brought hardships that have tested the hardiest of souls. For others, it has brought unspeakable loss. Yet, we press on, and as we do, we may be surprised to...
Read MoreMarkets and Marriage
Your investment strategy is a lot like a marriage. One day you may feel like everything’s going swimmingly. The next day, there might be an argument over who forgot to load the dishwasher. And even the best marriages and...
Read MorePlanning for the New College Experience
The outbreak of the coronavirus has upended the college experience for students across the country. With most institutions cancelling in-person classes and moving to online instruction, uncertainty about how college will look in Fall...
Read MoreHappy Thanksgiving!
Wishing you and your family lots of good eats and gratitude this season! Happy Thanksgiving from Rob, Jerri, and Gerri! *In honor of Thanksgiving, our office will be closed from Wednesday at noon, until Monday. If you need to get in...
Read MoreTax Planning for 2021
With recent changes to the tax code due to the CARES Act and other COVID-19 legislation, we want to help our clients prepare for the upcoming tax season as early as possible. In our Tax Planning guide below, we will explore where your...
Read MoreFinancial Focus
The U.S. Presidential Election has come to an end, and we are all ready to focus on our financial futures. We last left off discussing the 6 key components of financial planning as October is known as Financial Planning Month. We've...
Read MoreHonoring All Who Served
Throughout the history of America, the men and women of the U.S. Armed Forces have made sacrifices to ensure all citizens of our great country have the freedom to enjoy life, liberty, and the pursuit of happiness. Our soldiers have...
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