December 30, 2019 – Congress just agreed to a bipartisan appropriations bill that will help keep the government from shutting down. The just-signed, 1,773-page, $1.4…read more
December 17, 2019 – The impact of missing just a few of the market’s best days can be profound, as this look at a hypothetical…read more
November 14, 2019 – Recently, the Treasury Department announced figures for retirement account savings for 2020; 401(k) contribution limits are up, along with most other…read more
October 2, 2019 – Inheriting an IRA from someone? If you answered yes, there are some changes that you will need to consider with the…read more
Timing Isn’t Everything July 2, 2019 – Over the course of a summer, it’s not unusual for the stock market to be a topic of…read more
June 25, 2019 – It was hard to miss the headlines about escalating trade tensions between the U.S. and China this week—and hard not to…read more
June 4, 2019 – Have you been dreading selling stock because you don’t want to pay tax on the capital gain? Have you recently sold…read more
April 21, 2019 – In the stock market, good years include bad days. They even include bad quarters. Friday, March 22nd was a bad day…read more
February 13, 2019 – As we look back at the stock market performance with US stocks outperforming non-US stocks in recent years, some investors have…read more
November 8, 2018 – There have been several recent legislative changes, most notably the Tax Cuts and Jobs Act of 2017 (“Tax Cuts Act”) and…read more
