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- Retirement
- Taxes
- The Markets
- Uncategorized
Charitable Giving in 2020 and Beyond
“Giving Tuesday” was December 1st this year, but you have until December 31st to make charitable contributions that qualify for a 2020 tax deduction. With …
What is Fiduciary Duty?
Fiduciary duty is a legal concept requiring individuals in certain professions – including lawyers, trustees, and investment advisers – to prioritize their clients’ best interests …
It’s Time to Get Started on Your 2020 Taxes
Even though your 2020 tax return will not be due until April 15, 2021, if you wait until after the new year to start thinking …
The Bond Market Corner – Fall 2020
In the third quarter, other than a modest steepening in the yield curve, the bond market essentially marked time. The 10-year US treasury note ended …
The Bond Market Corner – Summer 2020
The year 2020 started off with continued strong economic growth fueling the equity market to new highs. Bond yields remained low as inflation continued to …
Watch Out for “Tax Torpedoes”
Our tax laws include several tax triggers that are activated once certain income levels are reached. This tax concept is part of the progressivity in …
