Federal Taxes Set to Rise
The Tax Cuts and Jobs Act (TCJA) brought significant changes to the US tax code in 2017. Among them was the sunset provision of certain TCJA provisions at the end [...]
Put Your Excess Cash Reserves to Work!
Recently, the Federal Reserve raised the benchmark borrowing rate to 5-5.25%, which was the 10th increase in over a year[1]. This rise in rates is the last rate increase most [...]
Dimensional Ranked No. 1 in Barron’s ‘Best Fund Families of 2022’
As we know, 2022 was a challenging year for markets, but according to Barron’s, Dimensional Funds weathered the storm the best. After receiving a 5th overall ranking in 2021, Dimensional [...]
Our next guest says the market is going to…
What makes for better television: Two market pundits arguing (maybe yelling) about what the future holds? Or those same commentators agreeing that they have no way to accurately predict the [...]
2022 Year In Review
2022 Market review -Although stocks ended with their worst performance since 2008, value stocks served as a bright spot for their second consecutive year, outperforming growth by the largest margin [...]
Predicting the Future
With 2022 behind us, we look forward to 2023 and the continuation of a tradition in which market analyst and pundits try to predict the future. To understand what weight, [...]
Secure Act 2.0
After months of debate, Congress finally passed some major changes to retirement laws at the end of 2022. The Secure Act 2.0 is a piece of legislation that makes a [...]
The A, B, C’s and D’s of Medicare and More!
As you approach Medicare, you may find it daunting to make the right choice. With all of the letters, mail, and advertisements, it’s no wonder people can find Medicare overwhelming. [...]
Key Provisions of Student Loan Forgiveness
On August 24th 2022, a student loan relief program was announced and we have summarized key points from this action which you can find below: Borrowers who have income less [...]
Qualified Charitable Distributions (QCD)
Many people believe they are getting a tax benefit from their donation, but did you know that you must have itemized deductions higher than the standard deduction to be able [...]