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We invite you to check in each month and get to know our business and the people that lead Williams, Steinert, Mask.
Mid-Year Moves That Make Tax Time Easier
Avoid These 4 Mid-Year Tax Mistakes Mid-year is the perfect time to check in on your tax strategy. However, it’s also when common mistakes tend to slip through the cracks. We often see clients run into issues like: Missing or underpaying estimated taxes Overlooking...
Check In On Your 2025 Financial Goals
Fine-Tune Your Financial Strategy With WSM Now that the 2024 tax season is behind us, it's the perfect time to shift our focus to what’s ahead. Whether you’re planning for business growth, managing investments or trying to stay on course with personal goals, a quick...
MarketWatch July 2024
The markets finished the first half of the year in unprecedented territory. The S&P 500 is positive 15.29% year-to-date, the Nasdaq is positive 18.57% year-to-date and the Dow is positive 4.79%. The bond index is down 0.71%. People used to say if the U.S. sneezes,...
MarketWatch May 2024
While April brought much-needed showers to Texas, the markets, which had been on fire for much of the previous 8 months, also had a little water tossed on them. The S&P 500 finished April down 3.27%, the NASDAQ was down 3.59% and the Dow finished down 3.46%....
MarketWatch March 2024
While February had a few pause days, overall, the markets were very good. The Nasdaq Composite led the march higher in February, gaining 6.1% and finishing the month at its first record close since November 2021. Meanwhile, the Dow Jones Industrial Average and S&P...
MarketWatch February 2024
For the first month of the year, the markets seemed very resilient until the final trading day, when the indices gave up .8% on the Dow, 1.6% on the S&P 500 and 2.23% on the NASDAQ. The 10-year Treasury dipped just below 4% on the final trading day. More about...
Marketwatch January 2024
The month of December was good for the markets with the three major indices all riding an 8-week winning streak to end the year. The NASDAQ finished the year positive 44.6% while the S&P 500 was up 24.6% for the year and the...
Marketwatch December 2023
For the month of November, the NASDAQ finished up 10.7% for the month. The S&P 500 was up 8.7% for the month while the Dow was up 8.8% for the month. The market reacted strongly to the Fed’s comments earlier in the month stating that they were on hold for now. I...
Marketwatch November 2023
For the month of October, the NASDAQ finished down 2.8% for the month. The S&P 500 was down 2.2% for the month while the Dow was down 1.36% for the month. Of course, the big news this month is the escalation of combat between Israel and Hamas. While this creates a...
Marketwatch October 2023
After a rough August the markets continued their downward trend with the S&P 500 losing 4.87% after the loss of 3% in August. The S&P finished the 3rd quarter down 3.65% but remains positive 11.68% year-to-date. The Dow Jones Industrial Average similarly...