Blog
Welcome To Our Blog
We invite you to check in each month and get to know our business and the people that lead Williams, Steinert, Mask.
February 2017 Marketwatch
The Markets - U.S. equities notched a modest gain for the month of January with the S&P 500 Index gaining +1.53%, the Dow gaining 0.53% while the NASDAQ gained +4.52%. Washington – A big concern among analysts following President Donald Trump’s inauguration speech...
Save Time Doing Your Taxes – 4 Easy Steps
The New Year is a time to set goals, establish resolutions and learn ways to improve yourself during the next 12 months. While the majority of resolutions tend to be fitness or financial related, involve learning a new skill, or establishing a new habit, we’d...
January 2017 Marketwatch
2016 Recap Despite Wall Street’s worst start to a year ever, the U.S. stock market bounced back and posted solid gains in 2016, with small stocks leading the charge higher in a rally that gained steam after Donald Trump was elected president on Nov. 8. However, the...
Forget the Same Old Resolutions, Do More in 2017
When kicking off the new-year, I always take inventory of my assets and liabilities, checking them against my records from the previous year. This is my way of keeping financial score. When I was in college back in the 1980s, I had a business professor who, in...
December 2016 Marketwatch
Most importantly, all of us at WCM want to wish all our readers, clients & friends a very Merry Christmas and Happy Holiday Season. December 1, 2016 U.S. equities notched a nice gain for the month of November with a strong rally since the election. For November...
Don’t get the Boot… How to avoid gain in a Section 1031 Exchange
Section 1031 Exchanges, also known as like-kind exchanges, are often used to postpone gain on the sale of property by buying like-kind replacement property. To avoid gain, or boot, the replacement property must be equal to or of greater value and purchased within a...
November 2016 Marketwatch
November 1, 2016 U.S. equities notched another modest loss for the month of October with the S&P 500 Index dropping -1.94%. That puts the Year-to-Date gain in the S&P 500 at 4.02%. The DOW has taken investors for a wild ride to nowhere the past two years. It...
Building a Legacy: Passing On Your Business to Future Generations
By Jeremy Crow, WCM Audit Manager In this article I will discuss the privilege we have as business leaders to build a legacy for future generations. There are three elements to building a legacy that are important to remember. #1 – What are you building? I think most...
October 2016 Marketwatch
U.S. equities notched a modest loss for the month of September with the S&P 500 Index dropping -0.12%. That puts the Year-to-Date gain in the S&P 500 at 6.08% and the 3rd quarter performance at a gain of 3.31%. The Markets - What drives the market heading into...
Pre-Death Planning. A Gift To Your Loved Ones, Part 2
By Kelly Compton, Chief Investment Officer – WCM Wealth If you recall, last month I briefly touched on final arrangements and hit the treetops on pre-death planning. This month I want to go back to my story of helping folks post-funeral. After my nephew passed, in the...