Broker Check

Educational Documents

American Rescue Plan Act of 2021

American Rescue Plan Act of 2021

Download
2021 State of the Markets Presentation

2021 State of the Markets Presentation

The annual State of the Markets is ideal for keeping your clients up-to-date, engaged, and educated on the previous year's financial events. Included in this kit is a gorgeous invitation suitable for print or digital use. The State of the Markets covers critical aspects of 2020, such as stock performance, market performance, and how COVID-19 impacted the financial landscape. The State of the Markets also includes a look at what financial experts forecast for 2021.

Download
2021 Tax Planning

2021 Tax Planning

In this guide, we will explore where your tax dollars go and some of the ways tax filing may look different in 2021 as well as what you can do to prepare. Keep in mind, this guide is for informational purposes only and is not a replacement for real-life advice, so make sure to consult your tax, legal, and accounting professionals before modifying your strategy.

Download
2021 Key Financial Data

2021 Key Financial Data

Download
2020 Key Financial Data

2020 Key Financial Data

Download