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Quarterly Update

Quarterly Market Overview JULY 2021 – Royal Fund Management

Mark Sorenson | July 09, 2021 The second quarter ended with the DJIA, S&P500 and the NASDAQ all at, or near, all-time highs. That said, there was some renewed volatility created by inflation fears, a massive amount of sector rotation, housing price concerns and more. The interest rate on the 10-Year U.S. Treasury bond had […]

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Financial Planning Money Management News Retirement Planning Tax Planning Taxes in Retirement Triplett-Westendorf Financial Group

COVID Relief Bill’s Tax, Cash Benefits Can Apply to Some Wealthy Clients

Financial Planning | March 11, 2021 The $1.9 trillion COVID relief package signed by President Biden on Thursday isn’t aimed only at lower-income and middle-class individuals. Advisors say that many upper-middle-class earners and even the mass affluent can potentially qualify for a portion of the tax breaks or direct cash payments. Here’s a cheat sheet […]