In addition to springing forward an hour for daylight saving time, it seems like the clock has also recently been turned all the way back to the 1970s in some unfortunate ways. Rampant inflation, an oil supply shock, and Russian military expansionism have all once again reared their ugly heads, injecting significant volatility into global […]
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Estate planning is not a one-and-done exercise. You must review and update your plan in response to your evolving situation and changes to estate/gift tax legislation. A key part of any such review is to examine who will execute your plan and receive its benefits. Are the right people in place?
Tax season is with us, and tax planning is likely top of mind! One of the few methods for deferring tax is the use of retirement accounts such as IRAs, SEP IRAs, and 401(k)s.
It is that time of year when we get to spend time with family and friends and think about what 2022 will bring. Unfortunately, it is also the time of year when there is elevated activity by identity thieves designed to trick you into giving them your personal or financial information.
We are happy to report that stock market returns were above the historical average for the third consecutive year. However, fixed income returns in 2021 were muted. Financial markets are discounting mechanisms, meaning that changes in investor expectations about the future either depress or elevate security prices. As such, one of the year’s most important […]
If you are considering a rollover from an employer-sponsored retirement plan, please read the following very carefully before you decide.
Since the onset of the Covid-19 pandemic, we have all been very mindful to protect our health. It is also important to protect our cyber health, and here are a few guidelines that will help you stay safe, healthy, and protected while online.
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