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 [...]
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 [...]
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. [...]
In the summer of 2023 the U.S. Supreme Court has struck down the loan forgiveness portion of the administration's plan. This leaves the below information out-of-date, however, the new SAVE [...]
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 [...]
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 [...]
To determine whether a Roth conversion is right for you boils down to two rates, your current marginal tax rate, and your expected future marginal rate. If you believe your [...]
Given all the media attention surrounding the possibility of a recession, we thought we would share some facts as it relates to past recessions. Before the Covid recession of 2020, [...]
As of the close of market on June 13, 2022, the S&P 500 has receded to levels that were last seen in February 2021 which is officially a bear market [...]
A recent Morningstar report looked at fund managers that implement market timing strategies also known as Tactical Strategies. The report examined the results of two types of funds, each holding [...]
A cornerstone of Dimensional Funds research is the idea that there are higher expected returns within different asset classes also referred to as ‘Dimensions’ of return. For instance, it is [...]