Insights
- All
- Cybersecurity
- Family
- Retirement
- Taxes
- The Markets
- Uncategorized
- All
- Cybersecurity
- Family
- Retirement
- Taxes
- The Markets
- Uncategorized
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 ...
Read More →
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 ...
Read More →
Tax Laws May Provide a Silver Lining during Market Downturns
With the deadline for filing 2019 federal tax returns postponed until July 15, and our main focus on staying healthy and safe, taxes are probably ...
Read More →
The SECURE Act Passed…Now What?
Just before the start of the new decade, Congress passed the SECURE Act, which makes important changes to certain rules governing retirement accounts. The formal ...
Read More →
The Bond Market Corner – Winter 2020
An uptick in economic activity caused bond yields to tick up modestly during the fourth quarter. In contrast to some foreign economies, US consumer and ...
Read More →
10 Ways the Secure Act Will Impact Your Retirement Savings
With the decline of traditional pensions, most of us are now responsible for squirrelling away money for our own retirement. In today’s do-it-yourself retirement savings ...
Read More →
2020 Contribution Limit Changes & the Secure Act
Understanding the changes for 2020 so you can maximize your retirement There are some significant changes to your retirement plans starting January 1, 2020. Between ...
Read More →
Opportunity Zones Offer Investors the Chance to Do Well and to Do Good
Although the 2017 Tax Cuts and Jobs Act did not receive bipartisan support, there is at least one provision in the legislation that has appeal ...
Read More →
The Bond Market Corner – Winter 2019
In the fourth quarter of 2018, equity and bond markets reversed direction from trends established through most of the previous nine months. Tough talk on ...
Read More →
Retirement Basics: Health Care
When planning for retirement, it is extremely important to understand and account for health care expenses. Typically, these expenses consist of Medicare or Medicare Advantage ...
Read More →
Ideas for Reducing the Cost of College
Encourage your student to think about their future financial self Mid-August is the time of year that our kids pack the U-Haul and head to ...
Read More →
Changes to Retirement Accounts are on the Horizon
Change may be coming this year to certain rules for IRAs and other retirement accounts. The House of Representatives recently passed the Setting Every Community ...
Read More →
A New Tax Break: Qualified Business Income Deduction
Do you do any work as a freelancer or independent contractor and receive a 1099-MISC? Do you own a real estate investment trust (REIT) or ...
Read More →
The Bond Market Corner – Summer 2018
The Federal Reserve again raised interest rates at its June meeting. The new range on the Fed Funds rate is now 1.75%-2%. We expect another ...
Read More →
