top of page

Insights
Search


April Market Review
I skipped the market review for March due to commitments for tax season and requirements in an equity analysis class. March was a...

Thomas Schorn, CPA•CFP®
May 4, 2024


Some States Will Offer Home Energy Rebates in 2024
The Inflation Reduction Act of 2022 included two provisions allowing rebates for home energy efficiency retrofit projects and home...

Valerie Flores, CPA•CFP®•EA
Apr 25, 2024


February Market Review
Powered by positive earnings surprises and solid economic data, the S&P 500 closed above 5,000 for the first time on February 9. The S&P...

Thomas Schorn, CPA•CFP®
Mar 2, 2024
bottom of page
