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First quarter 2021 economic review and outlook
First quarter 2021 economic review and outlook

First quarter 2021 economic review and outlook

April 26, 2021 / Warren Hurt

In this first quarter of 2021, the weather has broken, vaccine delivery is accelerating and we are starting to feel a sense of freedom may just be over the horizon. Here’s a review of the first quarter of 2021 and an outlook of what’s to come:…

IRS extends federal tax payment deadline to May 17
IRS extends federal tax payment deadline to May 17

IRS extends federal tax payment deadline to May 17

April 02, 2021 / Shelby White

Taxpayers now have until May 17, 2021, to file and pay their taxes without penalties or interest. This is about a one-month extension beyond the traditional deadline of April 15.…

Gift values during a pandemic
Gift values during a pandemic

Gift values during a pandemic

February 16, 2021 / The Merrill Anderson Company

The value for federal gift tax purposes of a gift of $100,000 in cash is $100,000, and the same is true for the value of $100,000 worth of publicly traded stock. Those are the easy cases. The hard cases concern assets that are harder to value, such as real estate or interests in a closely held business.…

How to avoid the car wrap scam
How to avoid the car wrap scam

How to avoid the car wrap scam

February 10, 2021 / Ray Wills

With many people facing financial hardships during the coronavirus crisis, receiving a package in the mail with a check would probably make most folks happier than a kid at Disney World. Seemingly, all you have to do is put a decal on your car and that money is yours. Well, we hate to break it to you, but no, you’re not actually getting paid to put decals on your vehicle. Yep, it’s a scam.…

Annual Big Game Predictor
Annual Big Game Predictor

Annual Big Game Predictor

February 05, 2021 / Warren Hurt

Once again it is time to roll out the “Super Bowl -- Stock Market” correlation coincidence, which forecasts the stock market’s direction for the year ahead. Known as the “Super Bowl Predictor”, the statistical phenomenon was made famous by…

The three best ways to use a credit card
The three best ways to use a credit card

The three best ways to use a credit card

February 03, 2021 / Cynthia Marconi

Credit cards are a secure, convenient alternative to using debit cards, checks or cash to make purchases. They can serve as a powerful money management tool and can help you boost…

Read this before investing in an IPO
Read this before investing in an IPO

Read this before investing in an IPO

January 26, 2021 / Warren Hurt

With big-name private companies like Airbnb Inc. and DoorDash Inc. recently announcing plans to go public, many investors may be chomping at the bit to purchase the new stock. While such investments have the potential to deliver excellent returns, it’s important to understand how the IPO process works…

Investor Alert: Cheesecake Factory settles with SEC
Investor Alert: Cheesecake Factory settles with SEC

Investor Alert: Cheesecake Factory settles with SEC

January 23, 2021 / Shelby White

The Cheesecake Factory Inc. is the first public company to be charged by the Securities and Exchange Commission (SEC) for misleading investors about the financial effects of the pandemic on their business…

The perfect storm for estate planning
The perfect storm for estate planning

The perfect storm for estate planning

January 21, 2021 / The Merrill Anderson Company

According to estate planner Maurice R. Kassimir, Esq., the present moment has provided a “perfect storm” for wealthy families to meet with their estate planners and implement some wealth transfer strategies. In a November webinar, Mr. Kassimir pointed to three factors that make these times unique…

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