Blog and Resources
Financial news you don't want to miss.
Five Ways SECURE 2.0 Changes the Required Minimum Distribution Rules
March 14, 2023The SECURE 2.0 legislation included in the $1.7 trillion appropriations bill passed late last year builds on the policie...
The Debt Ceiling and Deficit Spending
March 07, 2023On January 19, 2023, the outstanding debt of the U.S. government reached its statutory limit, commonly called the debt c...
Year-end Charitable Giving
December 12, 2022With the holiday season upon us and the end of the year approaching, we pause to give thanks for our blessings and the p...
CHIPs and Science Act Aims to Preserve U.S. Technology Edge
November 11, 2022The CHIPs and Science Act of 2022, signed into law on August 9, is a bipartisan legislation package that provides more t...
Midterms and Markets: Four Things You Should Know
November 03, 2022Stock performance and midterm elections share a peculiar relationship. As midterm elections approach, markets turn volat...
Inflation Reduction Act: What You Should Know
August 30, 2022The Inflation Reduction Act, signed into law on August 16, 2022, includes health-care and energy-related provisions, a n...
Now Might Be a Good Time for a Roth Conversion
July 21, 2022One silver lining in the current bear market is that this could be a good time to convert assets from a traditional IRA ...
Market Monthly: June 2022
July 01, 2022For the first time since 2015, each of the benchmark indexes lost value for two consecutive quarters. They also posted l...
Tech Sector Turmoil and the Bear Market
June 21, 2022During the intensely volatile first 100 trading days of 2022, the stocks of companies in the S&P 500 index delivered...
Rising Rates Join Long List of Housing Dilemmas
June 10, 2022Homebuyers braving the hot U.S. housing market have run headlong into a striking transition. The average interest rate f...