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Welcome To Our Blog
We invite you to check in each month and get to know our business and the people that lead Williams, Steinert, Mask.
Marketwatch – August 2018
The Markets - The S&P 500 index finished July +2.94% bringing the year-to-date return to +5.19%. The Dow was +3.78% for the month bringing it to positive territory year-to-date at +2.13%. The bright spot in the markets is the NASDAQ which finished the month +1.96%...
Marketwatch – July 2018
The Markets - The S&P 500 index finished June positive +1.06% bringing the year-to-date return to +1.67%. The Dow was negative -0.37% for the month and remains in negative territory year-to-date at (1.81%), according to the Wall Street Journal. The bright spot in...
Marketwatch – June 2018
The Markets - The S&P 500 index finished the month positive, inching up 2.87% leaving it at a year-to-date gain of 1.18% while the Dow was positive 2.03% for the month yet remained in negative territory year-to-date at (1.23%), according to the Wall Street...
“If I had bet $114 in 1943 I’d have $400,000 today.” – Warren Buffett
The headline above is a comment made by Warren Buffett during a recent interview. Now I’m going to give Mr. Buffett the benefit of the doubt. No question he has an army of financiers that can calculate the return of the S&P 500 during that time period. So I will...
TCJA – Where do we go from here?
Last week we provided helpful tips for understanding your tax situation using your 2017 income tax returns. This week we're talk about TCJA again. We continue our blog series with ways to start looking forward and making smart decisions that will positively impact...
Translating Your Tax Return
What just happened with your tax return? We get it - the last thing you want to do right now is pull out that 1040 and dig into it. However, there is a lot of great info that you can use to make important decisions going forward that will improve your financial...
Marketwatch – May 2018
The Markets - Again U.S. equities experienced a rough and volatile month in April. The S&P 500 index finished the month slightly positive, inching up 0.30% leaving it at a year-to-date loss of (1.28%). The major benchmarks were flat to modestly lower as investors...
Marketwatch – April 2018
The Markets - Again U.S. equities experienced a rough and volatile month in March. The S&P 500 index finished the month down 2.69% leaving it at a year-to-date loss of (1.22%) for the first quarter of the year. Washington - President Trump is the master of...
Are You Saving Enough?
Are you saving enough? With tax day approaching rapidly, folks tend to look for ways to reduce their tax burden. Perhaps the most important and easily accessible method to reduce taxes is to contribute to your retirement plan. We understand that for quite a few folks,...
Rockin’ to the Rhythm – Treating People Like Family
We want to focus on our core value of Treating People Like Family. Who doesn’t enjoy hearing their favorite song? It doesn’t matter if it’s country & western, top 40, rock & roll, or hip hop, we have some rhythm that speaks to our souls. Something about a song...