Blog and Resources
Financial news you don't want to miss.
2023 Year-end Tax Tips
October 24, 2023Here are some things to consider as you weigh potential tax moves between now and the end of the year. Defer income to n...
Why Did Retirement Confidence Falter in 2023?
August 12, 2023In its annual Retirement Confidence Survey of current workers and retirees, the Employee Benefit Research Institute foun...
Is This Bull Timid or Ready to Charge?
July 10, 2023On June 8, 2023, the S&P 500 index closed at 4,293.93, just over 20% higher than its lowest recent closing value of ...
Will AI Upend the American Workforce?
June 07, 2023A chatbot with uncanny human-like writing abilities has become the poster child for artificial intelligence (AI) since i...
Fiscal Responsibility Act of 2023
June 06, 2023The Fiscal Responsibility Act of 2023, signed into law on June 3, 2023, suspends the federal debt ceiling until January ...
New Clean Vehicle Tax Credit Guidance Issued
May 16, 2023Starting in 2023, a personal or general business tax credit of up to $7,500 is available for the purchase of new clean v...
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...