Atypical Insights

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June Market Update
Estate, Succession, & Exit Planning July 2022
June Market Update

The markets have been coping with many issues so far this year. Investors are navigating concerns...

Guest Post: IRS Pilot Program Provides Advance Notice For Retirement Plan Audits
Wealth Management & Planning June 2022
Guest Post: IRS Pilot Program Provides Advance Notice For Retirement Plan Audits

The following content was provided by Shumaker. In a June 8th announcement, the Internal Revenue...

May Market Update
Wealth Management & Planning June 2022
May Market Update

As Jean-Baptiste Alphonse Karr once wrote, “the more things change, the more they stay the same”....

April 2022 Monthly Update
Wealth Management & Planning May 2022
April 2022 Monthly Update

For the month of April, the markets continued to wrestle with issues carrying over from the first...

NC Reopens Grant Program for Businesses Affected by COVID-19
Coronavirus May 2022
NC Reopens Grant Program for Businesses Affected by COVID-19

Yesterday, North Carolina reopened its Business Recovery Grant program for a second round of...

Q1 2022 Market Update
Wealth Management & Planning April 2022
Q1 2022 Market Update

The investment landscape for the first quarter of 2022 was met with a multitude of events ranging...

Pending Legislation Could Affect Your Retirement (and your responsiblity as an employer)
April 2022
Pending Legislation Could Affect Your Retirement (and your responsiblity as an employer)

This week, the House of Representatives overwhelmingly passed theSecuring a Strong Retirement Act,...

Understanding Recent Market Volatility
Wealth Management & Planning January 2022
Understanding Recent Market Volatility

The past week in the market has been a wild ride, with the S&P 500 index dropping more than 10% YTD...

Pandemic Related Changes for Tax Year 2021
Legislation, Ideas & Planning January 2022
Pandemic Related Changes for Tax Year 2021

The past few years have been a whirlwind of tax law changes in response to the pandemic – both for...

Top 100 Questions Business Owners Ask Us

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