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Tuesday, February 20, 2024

As the Federal Reserve (Fed) continues with its Quantitative Tightening (QT) program, questions abound regarding the Treasury Department’s expanding funding needs. The QT program is designed to reduce the Fed’s balance...

Tuesday, February 13, 2024

When we wrote the annual outlook last November, the data was mixed. Some metrics hinted at emerging cracks in the economy while others suggested the growth trajectory in capital markets and the economy had legs. So, the variety of the...

Wednesday, February 7, 2024

A positive January has historically been a bullish sign for stocks. Yale Hirsch, creator of the “Stock Trader’s Almanac”, first discovered this seasonal pattern back in 1972, which he called the January Barometer and...

Thursday, February 1, 2024

When filing your income taxes, each taxpayer is different. Some prefer reducing the taxes they owe and getting the most significant possible refund, while others work to keep the taxes they pay as low as legally required. The IRS...

Thursday, February 1, 2024

In times of market volatility, when inflation is increasing, the Federal Reserve will raise interest rates to help to cool the inflation spike. During this period, people are anxious and keep a tight grip on their wallets. In time, the...

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Thursday, February 1, 2024

As high-net-worth individuals navigate the complexities of financial planning during their working years, one critical aspect often goes overlooked—long-term care. In 2021, the median monthly cost of a private room in a nursing...

Thursday, February 1, 2024

With the cost of college expensive for many, receiving a tax break from the IRS for college-related expenses may be appealing. 529 Plans and Coverdell Education Savings Accounts (ESAs) offer tax-advantaged withdrawals when used for...

Wednesday, January 31, 2024

With the S&P 500 having recently ascended to a fresh record high after such a strong 2023, it’s natural for investors to worry that valuations have become over-extended. On traditional valuation measures, valuations do appear...

Wednesday, January 24, 2024

Shipping disruptions in the Red Sea could temporarily impact goods prices but not at the same magnitude as during the pandemic. Tight financial conditions, slowing economic growth, and a disinflationary trend all support the Federal...

Monday, January 1, 2024

Life today is expensive, and contributing to a retirement plan is more beneficial than ever. Recently, the IRS announced it was raising the contribution limit for 401(k)s to $23,000 for 2024, up from $22,500. In a world where...

Monday, January 1, 2024

Asset management and financial wellness can help develop long-term confidence when wealth transfers from generation to generation. Understanding and implementing financial wellness techniques is essential for effectively sharing wealth...

Monday, January 1, 2024

Your financial professional can help leverage these changes to impact your tax liabilities It is crucial for individuals to engage in strategic tax planning with their financial professionals, particularly considering the changes to...

Monday, January 1, 2024

If you're thinking about working in retirement, you must consider a few things before making your decision. As you get older, the question of when to collect Social Security retirement benefits and how your monthly payment may be...

Monday, January 1, 2024

In a 6 to 3 vote, the Supreme Court struck down the Biden administration’s student loan forgiveness plan denying a chance for at least 43 million eligible participants to eliminate up to $20,000 of their debt. Despite new actions...

Tuesday, December 26, 2023

When it comes to New Year's Resolutions that include financial goals, writing them down and being visible is essential to your success. After you’ve written down what your financial resolutions for the New Year are, tell others...

Monday, December 18, 2023

Charitable giving is a great way to support your community, make an impact for others, or leave a legacy while saving on taxes. If you have the financial resources to give and find an organization you’re passionate about, now is...

Monday, December 11, 2023

Whether your child was just born or is heading toward high school graduation, a 529 savings plan may help you put aside funds to pay for college expenses without paying taxes (federal and some states) on any dividends and gains.1...

Monday, December 4, 2023

The average family spends an extra $1,000 or more during the holiday season. From gifts and travel to dinners, shows, and decorations, each purchase adds up.1 How might you take full advantage of holiday cheer while avoiding the...

Tuesday, November 28, 2023

Charitable giving is an excellent way for businesses to help others while taking advantage of additional tax breaks. Billions of dollars are given each year in the U.S. to a wide range of charities providing valuable community services.

Tuesday, November 21, 2023

Since holiday spending doesn’t include just gifting, it’s essential to set your budget now. You may likely find yourself spending extra on food, decorations, holiday travel, and more.

Monday, November 13, 2023

It’s easy to liken your annual financial planning review to what you already know really well: the annual employee performance review. Here is what you should do in order to make your annual financial planning review more efficient.

Monday, November 6, 2023

How does one maintain their wealth so that they might live the life they desire once they hit retirement age? A few simple steps may help make the process a little easier.

Monday, October 30, 2023

If you’re in search of a way to reduce your tax bill and give back to the community, a donor advised fund may be worth considering.

Monday, October 23, 2023

If you're ready to learn more about how you can begin planning, talk to a financial professional about these four financial planning essentials.

Monday, October 16, 2023

Here's a closer look at the six most common estate planning mistakes and how you can work towards sidestepping them.

Monday, October 9, 2023

Are you financially prepared for a life-changing event? This checklist is the first step to help you prepare for these events now or in the future.