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 [...]
Donor Advised Funds (DAF)
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 [...]
Roth Conversions, to Convert or Not Convert, that is the “?”
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 [...]
Market Returns During Past US Recessions
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, [...]