Category Archives: Tax

Why You Need Workforce Planning

You’ve done your strategic planning and your succession planning. But have you done your workforce planning? If not, you’re missing out on an important part of the business planning puzzle. Breaking it down The differences between strategic planning, succession planning, … Continue reading

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Jobs Report, Fed Funds Rate, Apple, and more

Financial News and Portfolio Management Discussion through May 7th US stocks ended the week down slightly on weaker earnings and mixed economic data. The S&P 500 and Dow ended the week down 0.2%. Abroad, Japan was flat and Europe gained … Continue reading

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Stocks, Alphabet, Caterpillar, and more

Financial News and Portfolio Management Discussion through April 28th US stocks posted a down week on an increase in interest rates and mixed earnings reports.  The S&P 500 edged down 0.1% and the Dow fell 0.6% for the week.  Internationally, … Continue reading

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Sales, Wells Fargo, and more

Financial News and Portfolio Management Discussion through April 21st US stocks rose on solid corporate earnings. The S&P 500 rose 0.5% and the Dow gained 0.4% for the week. Internationally, Japan jumped 1.8% and Europe climbed 0.7% for the week. … Continue reading

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Oil, Manufacturing, Bayer, and more

Financial News and Portfolio Management Discussion through April 14th US stocks gained over the week on reduced concerns of a trade war and a solid start to corporate earnings season. The S&P 500 gained 2.0% and the Dow rose 1.8% … Continue reading

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Inflation, Broadcom, Toys “R” Us, and More

Financial News and Portfolio Management Discussion through March 17th Stocks fell over the week as protectionist trade policies weighed. The S&P 500 dropped 1.2% and the Dow fell 1.5% for the week.  Internationally, Japan gained 1.0% and Europe ticked down … Continue reading

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Stocks, Hiring, Tariffs, and More

Financial News and Portfolio Management Discussion through March 10th Stocks surged over the week on reduced fears over a global trade war as well as a strong jobs report.  The S&P 500 soared 3.5% and the Dow rose 3.3% for … Continue reading

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