The federal estate tax, sometimes referred to as the “death tax,” has been a point of contention in every presidential campaign in recent memory. Members of the media love to expound on the push and pull between politicians on this issue. Some see the estate tax as a necessity while others see it as an […]
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The third quarter came to a close with September S&P 500 performance that was weaker and more volatile than any September in the last ten years. Market headwinds intensified in September including the Federal Reserve’s increased inclination to begin tapering bond buybacks, the debt-ceiling conflict in Congress, continued supply chain issues, and energy shortages stretching […]
Inflation has been a hot subject of debate over the last several months, and for good reason – the June and July headline 12-month year-over-year (YoY) Consumer Price Index came in at 5.4 percent, the highest recorded figures since December 1990.1 The Consumer Price Index (CPI) measures the average change in prices over time that consumers pay for goods and services such as shelter, transportation, food, and medical care. […]
Whether you work with an investment advisor, or are considering hiring one, be sure to ask questions to be an active partner in your money management. Asking thoughtful questions shows advisors you are informed, inquisitive and engaged in the success of your planning.
Deciding which questions to ask can feel daunting or potentially embarrassing if you […]
As a child, I worried about monsters hiding in my room. I would call out to my mother at night, insisting something was lurking under my bed or behind my closet door. She would calmly turn on the light and check to see if something terrible was hiding there. It never was.
Much like these childhood […]
Senators Angus King (I-Maine) and Charles Grassley (R-Iowa) have introduced a bill called the Accelerating Charitable Efforts Act (ACE Act) that, if passed, would impact the timeline on Donor Advised Fund (DAF) gifts. DAFs are giving accounts established to provide donors with a tax-efficient and flexible way to maximize the benefits of their charitable donations […]
The first half of 2021 witnessed a reopening of global economies as vaccines were distributed and COVID-19 cases and deaths declined. The Federal Reserve has been very accommodative, and risk assets have responded favorably with the S&P 500 up 17% YTD.[1] We believe the global economy will continue to recover but may soon plateau in […]
Hello 2021!
With the coming of a new year, people traditionally make resolutions where they promise to do something different in the year. As you think about what you will “promise” to do in 2021, the type of resolution you make plays a big part in how long you will stick with it.
Resolutions can be anything […]
With 2021 just around the corner, now is a good time to review a few important financial matters.
Are you eligible for your company 401(k) or 403(b)?
If so, make sure you are participating. And if your employer matches your contribution, see if you can contribute at least enough to get the full match. That’s a […]