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Weekly Economic Update – August 3, 2020

In this week’s recap: stocks have a mixed reaction to earnings, economic data, and a potential stimulus. Weekly Economic Update Presented by Elsass Financial Group, August 3, 2020   THE WEEK ON WALL STREET Stocks were mixed last week amid a busy week of earnings,...

Making a Charitable Contribution

There are benefits and limitations when you decide to donate stock. Provided by Elsass Financial Group   Why sell shares when you can gift them? If you have appreciated stocks in your portfolio, you might want to consider donating those shares to charity rather...

Weekly Economic Update – July 27, 2020

In this week’s recap: stocks slip after heavier jobless claims and U.S.-China strife. Weekly Economic Update Presented by Elsass Financial Group, Inc., July 27, 2020 THE WEEK ON WALL STREET Stocks slipped in the final days of trading last week on higher jobless claims...

Silver Linings

I have certainly been accused of being a ‘glass half full’ person.  I am pretty sure I have always been like this – I choose to try to worry about those things I can control and be as positive as I can about everything else.  So, even though this pandemic is not over,...

Who Is Your Trusted Contact?

This vital investment account question should be answered sooner rather than later. Provided by Elsass Financial Group   Investment firms have a new client service requirement. They must now ask you if you would like to provide the name and information of a...

Weekly Economic Update – July 20, 2020

In this week’s recap: stocks see a mixed week, as COVID-19 cases rise, and news of vaccine emerges. Weekly Economic Update Presented by Elsass Financial Group, July 20, 2020 THE WEEK ON WALL STREET Stocks were mixed last week as investors reacted to positive economic...

“Backdoor” Roth IRAs

If you make too much money to open a Roth IRA, you could create one this way.   Provided by Elsass Financial Group   You can sum up the appeal of a Roth IRA in three words: federal tax benefit. Potential earnings in a Roth IRA grow tax free as long as the owner...

Weekly Economic Update – July 13, 2020

In this week’s recap: stocks gain after volatile week, despite COVID-19 acceleration. Weekly Economic Update Presented by Elsass Financial Group, Inc., July 13, 2020   THE WEEK ON WALL STREET Stock prices notched solid gains last week, looking past an increase in...

Retirement Plan Options for Small Businesses

The SECURE Act and CARES Act may complicate the decision. Provided by Elsass Financial Group   As a small-business owner, figuring out retirement choices can be a little intimidating. How do you pick the most appropriate retirement plan for your business as well...

Weekly Economic Update – July 6, 2020

In this week’s recap: despite continued COVID-19 concerns, markets react positively to upbeat economic data. Weekly Economic Update Presented by Elsass Financial Group, July 6, 2020 THE WEEK ON WALL STREET In a holiday-shortened week, stock prices turned higher as...