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Monday, November 27, 2023
The Internal Revenue Service recently released updated income tax brackets, standard deduction, and retirement contribution limits for the 2024 tax year. While these taxes are not due for some time, it may benefit you to start....
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Monday, October 9, 2023
I hope this email finds you in high "spirits" as we approach the spookiest time of the year. As the days creep closer to Halloween, confectioners weave a sweet web in preparation for this enchanting holiday. Did you know that the...
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Monday, July 24, 2023
Now that we’re beyond the midpoint of the investing year, it’s a great time to look at where we’ve been—to help position your portfolio for the latter half of the year. Our Midyear Outlook: The Path Toward...
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Monday, May 29, 2023
Would it surprise you to hear that investors have moved past worrying about inflation? They have, at least for now.Wall Street has shifted its attention to Washington’s budget negotiations and how the debt ceiling will be...
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Monday, January 30, 2023
In the final days of 2022, Congress passed a new set of retirement rules designed to make it easier to contribute to retirement plans and access those funds earmarked for retirement.The law is called SECURE 2.0, and it's a follow-up to...
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Monday, October 31, 2022
Lately, "inflation" seems to be the media's favorite word. Everywhere you turn, there's another story about the impact of inflation. For example, many news outlets have reported that confectionary prices have surged over 30% from last...
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Tuesday, August 30, 2022
Have you heard? The Inflation Reduction Act was signed into law on Tuesday, August 16. While the $430 billion package includes many provisions, I thought I’d highlight three key areas where you may benefit the most.Tax credits...
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Tuesday, April 20, 2021
Recently, you may have seen reports that a record-low number of homes are available for sale—roughly 1.03 million nationwide. If you compare that to the average number of homes for sale during the past 10 years, it's no surprise...
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Wednesday, March 24, 2021
Less than one month ahead of the traditional date, the I.R.S. has delayed the deadline for filing and paying taxes. The new deadline is May 17, 2021.1,2,3The delay follows continued disruption from the COVID-19 pandemic and a late...
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Friday, March 5, 2021
I’m sure you’ve heard that the House recently passed the Senate another round of stimulus to try and counteract the economic effects of the COVID-19 pandemic. The new stimulus package could narrow income eligibility to...
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Monday, February 1, 2021
You may have heard the news about stocks for certain companies suddenly ballooning, quickly going from lunch money prices to several hundred dollars a share. In one case, the shares rose over 1700% since December 2020.1 So, what...
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Wednesday, January 6, 2021
Few life events are more stressful than a job loss.If you or someone you know is in this situation due to COVID-19, you’ll likely have several questions about job hunting, unemployment insurance, and health care. You may also be...
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Wednesday, January 6, 2021
On October 26, the Treasury Department released the 2021 adjusted figures for retirement account savings. Although these adjustments won’t bring any major changes, there are some minor elements to note.401(k)sThe salary deferral...
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Tuesday, November 3, 2020
On October 26, the Treasury Department released the 2021 adjusted figures for retirement account savings. Although these adjustments won’t bring any major changes, there are some minor elements to note.401(k)sThe salary deferral...
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Tuesday, September 1, 2020
This month, many universities and colleges are welcoming students back to campus, even if most campuses are largely online this year.But that's not all that's different. The current administration has issued an executive memorandum...
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Lately, it can feel like each day brings a new headline about fluctuating market behavior. But amid the ups and downs of 2020, there may be some potential good news on the horizon. On July 16, 2020, the interest rate for a 30-year...
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