Blog and Resources

Financial news you don't want to miss.

Five Ways SECURE 2.0 Changes the Required Minimum Distribution Rules
Five Ways SECURE 2.0 Changes the Required Minimum Distribution Rules
March 14, 2023

The 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
The Debt Ceiling and Deficit Spending
March 07, 2023

On January 19, 2023, the outstanding debt of the U.S. government reached its statutory limit, commonly called the debt c...

SECURE 2.0 Act
SECURE 2.0 Act
February 17, 2023

Amid the 1,650-page, 20,000-word, $1.7 trillion omnibus spending legislation passed by Congress were several provisions ...

CHIPs and Science Act Aims to Preserve U.S. Technology Edge
CHIPs and Science Act Aims to Preserve U.S. Technology Edge
November 11, 2022

The 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
Midterms and Markets: Four Things You Should Know
November 03, 2022

Stock performance and midterm elections share a peculiar relationship. As midterm elections approach, markets turn volat...

Inflation Reduction Act: What You Should Know
Inflation Reduction Act: What You Should Know
August 30, 2022

The Inflation Reduction Act, signed into law on August 16, 2022, includes health-care and energy-related provisions, a n...