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US Economic Revival
Market Insights/April 6, 2021 On the third business day of every month, IHS Markit releases a Purchasing Managers’ Index (PMI) for more than 40 worldwide …
Investing for a Child: UGMA/UTMA Accounts vs. 529 Plans
UGMA (Uniform Gifts to Minors Act) and UTMA (Uniform Transfers to Minors Act) accounts allow the transfer of financial assets to a minor without establishing …
Protecting Your Financial Information Online
More consumers are conducting financial transactions online and may become vulnerable to tracking, hacking, identity theft, phishing scams, and other cyberspace risks. While nothing can …
The Biden Agenda – What Can We Expect?
When Joe Biden was elected in November, there was a question of how much policy change there could actually be under the new Democratic president …
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 …
