Blog and Resources
Financial news you don't want to miss.
Q3 2024 Newsletter
July 31, 2024This newsletter edition contains the following articles of interest: Housing Market Trends: Are They Helping or Hurting ...
Real Estate Commission Changes Around the Corner
July 23, 2024In March 2024, the National Association of Realtors (NAR) agreed to a historic $418 million settlement after losing an a...
The Economic Impact of an Aging World
July 09, 2024The world is experiencing a profound demographic shift, with populations aging at an unprecedented rate. This trend pose...
Retirement Confidence Edges Up, With Some Optimism
June 11, 2024After falling in 2023 by the widest margin since the 2008 financial crisis, retirement confidence began to edge back up ...
Real Estate Roundup: Feeling the Impact of Higher Rates
June 04, 2024U.S. commercial real estate prices fell more than 11% between March 2022, when the Federal Reserve started hiking intere...
Tax Treatment of Home Energy Rebates
June 01, 2024The IRS has recently issued guidance on the federal income tax treatment of state-offered home energy rebates funded by ...
Q2 2024 Newsletter
April 11, 2024This newsletter edition contains the following articles of interest: Key Retirement and Tax Numbers for 2024 Extreme Wea...
Tax-efficient Investing Strategies
April 11, 2024Are you looking to maximize your investment returns while minimizing your tax burden? In this video, Laurance Kersh, CFP...
Tax Relief Legislation in Progress
February 27, 2024Legislation that could benefit parents and business owners is currently moving through Congress. The House has passed th...
The Impact of Falling Interest Rates
January 24, 2024Interest rates are projected to decrease significantly compared to the increases of recent years. Laurance J. Kersh, CFP...