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Market showing resiliency in some sectors

Despite the concerns about strained relations with China, increased COVID infections, social protests, weaker earnings, high U.S. unemployment and..

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grandpa pushes grandson on swing

Highlighting Highlighters

I normally do not make a practice of working from home, but with safe distancing and travel limitations sparked by the pandemic, staying home was..

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older couple biking at sunset

Happy (SECURE Act) 2020!

The Setting Every Community Up for Retirement Enhancement Act of 2019, better known as the SECURE Act, is so new that estate planners and accountants..

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People kayaking

“Be Prepared” for Hiking the Investment Trail

Samuel A. Kiburz, who serves as Scoutmaster for a Boy Scout Troop in Punta Gorda and Chief Financial Officer for Crews Bank & Trust, sees several..

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Market showing resiliency in some sectors

Despite the concerns about strained relations with China, increased COVID infections, social protests, weaker earnings, high U.S. unemployment and the November election, the S&P 500 Index is up 1% for the year while the Nasdaq Index is up 19.7%. The increasing spread of the virus is suppressing a healthy economic recovery as consumers and businesses remain conservative in their spending.

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Highlighting Highlighters

I normally do not make a practice of working from home, but with safe distancing and travel limitations sparked by the pandemic, staying home was something many were following.

After setting up my home office and starting some projects, I reached for my yellow highlighter, then laughed because I didn’t have one at home, then resorted to using Post-it Notes.

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Happy (SECURE Act) 2020!

The Setting Every Community Up for Retirement Enhancement Act of 2019, better known as the SECURE Act, is so new that estate planners and accountants are still learning ways to plan around it to minimize the impact on existing and future clients. Following are some items to ponder as you review your estate plans through the year.

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“Be Prepared” for Hiking the Investment Trail

Samuel A. Kiburz, who serves as Scoutmaster for a Boy Scout Troop in Punta Gorda and Chief Financial Officer for Crews Bank & Trust, sees several similarities between the two callings. He described those parallels in a column he wrote after taking his troop to a summer camp in the Ocala National Forest.

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