August 2015 Market Update

Our updated “Market Update for August 2015″ is now available. Click here to view/download/print.

2015 Tax and Retirement Plan Guide

Our updated “Tax and Retirement Plan Guide – 2015″ is now available. It contains updated tax brackets, popular retirement plan contribution limits and eligibility rules, updated information on common deductions and credits and much more. Click here to view/download/print.

Commentary: 3Q2014 Quarterly Market Economic Review

Reflecting on the first three-fourths of 2014, the U.S economy and the U.S. stock market have, to a large degree, gone in very different directions. The economy has made positive progress on many fronts: gross domestic product (GDP) growth, job creation / reduction in the unemployment rate, etc. U.S. stock market indices, on the other read more »

Has J.C. Penney Risen From the Dead?

Middle market retailer J.C. Penney (JCP, headquartered in Plano, TX, has posted three consecutive quarters of year-over-year, same-store sales growth, which came on the heels of a well-publicized failed attempt to turn around its image and years of declining sales. Does this recent success mean all is now well for the iconic retailer? Faced with read more »