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Market IndicesAt-A-GlanceFor the MonthAll three major indices declined in March, with the Dow Jones Industrial Average leading the sell‑off, down 5.2%. The S&P 500 fell 5.0%, while the tech‑heavy Nasdaq Composite fared slightly better...

Monthly RecapMarket IndicesAt-A-GlanceThe S&P 500 fell 0.76% in February, trimming its YTD gain to 0.68%. The index ended the month 1.43% below its most recent record high of 6,978 set on January 27.The Dow Jones Industrial Average...

Market IndicesAt-A-GlanceDespite volatile swings during the second half of the month, the S&P 500 gained nearly 1.5% in January, closing at 6,939. That’s just 0.57% below its most recent all-time high set on January 27 at 6,978.The Dow...

We want to make you aware of an important clarification from the U.S. Postal Service that may affect tax filing deadlines.USPS Postmark Definition Update USPS now defines a postmark as the date a mail piece is first processed by...

We will use SafeSend Returns™ to obtain your electronic signature and deliver an electronic copy of your tax return this year with limited exceptions. You will be able to download or print a full copy of your return at your convenience.