July was a great month in markets. The Dow rose to a 6.7% gain while the S&P 500 added 9.1% for the month. The Nasdaq Composite, while still in bear market territory, is up roughly 12.4%. Those were the biggest monthly gains for all three indexes since 2020. Are...
I am writing this a day early as we head into the July 4th weekend. I’d like to say I’m being proactive and giving everyone information before they begin to think about the holiday weekend. The truth is, I’m headed out for a long weekend and wanted to get this out...
After reviewing several midyear investment review documents from firms such as J.P. Morgan Asset Management, T. Rowe Price, Capital Group (American Funds), Morningstar, and others; I decided to summarize the common themes presented. The first ½ of 2021 global growth...
Nearly a third of Americans aged 55 and over have no retirement savings. This is very concerning given the fact that Americans are living longer. According to the CDC, life expectancy at birth in 1921 was 60.8 years. That has risen an average of 1 year for every 6...
Following the recent disaster declaration issued by FEMA, the IRS announced tax relief for severe winter storm victims that reside or have a business in 254 Texas counties. The following tax filings now have an extended deadline, to June 15, 2021. • Business Tax...
Williams, Steinert, Mask is excited to announce the acquisition of two exceptional CPA firms; Sledge & Schultz, LLC and Deviney CPA, PC. With these additions, Williams, Steinert, Mask will now have a second location in Bulverde, Texas. We would like to welcome our...
