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MARK’S MESSAGE

2021 Tax Organizer
January 19, 2022
CLICK HERE -> Generic Tax Organizer 2021 <- FOR THE 2022 TAX SEASON Another tax filing season is fast-approaching. We hope your 2022 new year is off to a great start. Our entire staff appreciates having you among our good and loyal clients – thank you! As was the …read more »
2020 Tax Organizer
February 9, 2021
Click here -> Generic Tax Organizer 2020 for the 2021 Tax Season After a rollercoaster year, the 2021 tax filling season is fast-approaching once again. Without a doubt, the Covid-19 pandemic has introduced a paradigm shift in our daily routines! As we all adapt to what’s been deemed “the new …read more »
Charitable Giving Incentives Under the CARES Act
January 6, 2021
Presented by Mark Gallagher With many individuals and families facing catastrophic hardships because of the COVID-19 pandemic, charitable giving to those most adversely affected has become increasingly important. The Coronavirus Aid, Relief, and Economic Security (CARES) Act, enacted in March 2020, included tax provisions designed to incentivize individuals and companies …read more »

MARKET UPDATES

Weekly Market Update, August 1, 2022
August 3, 2022
Presented by Mark Gallagher General Market News • The Federal Reserve (Fed) raised interest rates by another 75 basis points (bps) at last week’s FOMC meeting, bringing its target range to 2.25 percent to 2.50 percent. Inflation remains stubbornly high and conversation among market participants is becoming increasingly focused on …read more »
Weekly Market Update, July 25, 2022
July 28, 2022
Presented by Mark Gallagher General Market News • U.S. Treasury yields were down last week as expectations of a recession and a potential slowdown in rate increases from the Federal Reserve (Fed) were reflected in fixed income markets. Economic data releases suggested a slowing of the global economy. The housing …read more »
Weekly Market Update, July 18, 2022
July 18, 2022
Presented by Mark Gallagher General Market News • Last Wednesday, U.S. inflation numbers for the month of June were released and the Consumer Price Index (CPI) report exceeded expectations with an increase of 9.1 percent year-over-year. This upside surprise in prices is keeping the Federal Reserve (Fed) on its toes …read more »

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Securities and advisory services offered through Commonwealth Financial Network, member FINRA/SIPC, a Registered Investment Advisor. Tax preparation and fixed insurance products and service offered by Gallagher Financial Services. This communication is strictly intended for individuals residing in the states of CO, FL, IA, MI, MN, NC, SC, SD, TX, VA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

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