Mid-Week Market Minute – May 17, 2023 Mid-Week Market Minute Presented by Moorman, Harting Financial Services, Ltd Mid-Week Market Minute 5.31.23 May 31, 2023 Market Updates Growth Stocks Performance; Labor Data This Week Global stocks were mostly flat in early trading this week as investors kept a close eye on the debt ceiling debate in Washington.…
WEEKLY ECONOMIC UPDATE – May 19, 2023 Weekly Economic Update Presented by Moorman, Harting Financial Services, Ltd., May 26, 2023 Markets moved in sync last week with perceived movement in debt ceiling talks, weakening early in the week and then surging on news of progress. A solid quarterly report and guidance from a mega-cap technology…
MONTHLY ECONOMIC UPDATE – May, 2023 Monthly Economic Update Presented by Moorman, Harting Financial Services, Ltd., May 2023 Avantax Market Update – May 2023 In an effort to consistently provide you with timely market updates, we thought you might enjoy the most recently published market commentary by our partners at Avantax. In this…
In the final days of 2022, Congress passed a new set of retirement rules designed to make it easier to contribute to retirement plans and access those funds earmarked for retirement. The law is called SECURE 2.0, and it’s a follow-up to the Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed in 2019.…
Jennifer L. Gaerke passes Series 6 and Series 63 Exams Moorman, Harting & Co., and Moorman, Harting Financial Services, Ltd. is pleased to announce that Jennifer L. Gaerke, a Financial Services Coordinator, and tax preparer, has passed her Series 6 and Series 63 exams. Her growth reflects the continuous commitment to excellence the firm has…
Diane S. Steinbrunner, EA joined our Celina office as an Enrolled Agent/Accountant. Diane comes to us with over 20 years of accounting experience. She specializes in small business tax planning and preparation and will provide accounting and tax services to a variety of individuals, partnerships and corporations. She will also assist with the preparation and…
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