December Market Commentary: A New Regime Comes Into Focus

November Recap and December Outlook The transition to a new administration is underway with announcements of cabinet position nominees. The pro-business lean of the incoming ...

December Market Commentary: A New Regime Comes Into Focus

November Recap and December Outlook The transition to a new administration is underway with announcements of cabinet position nominees. The pro-business lean of the incoming ...

Understanding the Beneficial Ownership Reporting Delay

In December 2024, a significant legal development temporarily halted the enforcement of the Corporate Transparency Act (CTA), a law designed to increase financial transparency by ...

Understanding the Beneficial Ownership Reporting Delay

In December 2024, a significant legal development temporarily halted the enforcement of the Corporate Transparency Act (CTA), a law designed to increase financial transparency by ...

2025 Retirement Savings Contribution Limits

The IRS has increased the contribution limits for many retirement savings plans. In 2025, 401(k)s, 403(b)s, governmental 457 plans, and the Thrift Savings Plan for government ...

2025 Retirement Savings Contribution Limits

The IRS has increased the contribution limits for many retirement savings plans. In 2025, 401(k)s, 403(b)s, governmental 457 plans, and the Thrift Savings Plan for government ...

November Market Commentary: A Historic Election Removes Some Uncertainty

October Recap and November Outlook An election season with several twists and turns came to a not-unexpected end with the reelection of President Donald Trump. ...

November Market Commentary: A Historic Election Removes Some Uncertainty

October Recap and November Outlook An election season with several twists and turns came to a not-unexpected end with the reelection of President Donald Trump. ...

End-of-Year Financial Moves to Consider for a Stronger 2025

The end of each year is a natural time for reflection, goal-setting, and taking stock of your financial progress. As we prepare to enter 2025, ...

End-of-Year Financial Moves to Consider for a Stronger 2025

The end of each year is a natural time for reflection, goal-setting, and taking stock of your financial progress. As we prepare to enter 2025, ...

Inflation-Adjusted Increases Come Down to Earth

The Federal Reserve has succeeded in bringing inflation down to the long-term goal rate of near 2%, which is good news for consumers. But for ...

Inflation-Adjusted Increases Come Down to Earth

The Federal Reserve has succeeded in bringing inflation down to the long-term goal rate of near 2%, which is good news for consumers. But for ...

Social Security and Taxes: Changes for 2025

Social security benefits are linked to inflation, and with inflation largely under control, the large cost-of-living (COLA) increases of the last several years are now ...

Social Security and Taxes: Changes for 2025

Social security benefits are linked to inflation, and with inflation largely under control, the large cost-of-living (COLA) increases of the last several years are now ...

October Market Commentary: A Volatile Start to the End of the Year?

September Recap and October Outlook September equity markets ended the month in positive territory, but with volatility increased. The VIX, the markets “fear index” closed ...

October Market Commentary: A Volatile Start to the End of the Year?

September Recap and October Outlook September equity markets ended the month in positive territory, but with volatility increased. The VIX, the markets “fear index” closed ...

Rethinking Diversification: Expanding Your Approach to Tax and Income

Introduction: Diversification Is More Than Asset Allocation When we hear “diversification,” we often think about spreading investments across stocks, bonds, and other asset classes to ...

Rethinking Diversification: Expanding Your Approach to Tax and Income

Introduction: Diversification Is More Than Asset Allocation When we hear “diversification,” we often think about spreading investments across stocks, bonds, and other asset classes to ...