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Market Commentary
Quarterly Insights: April 2024
The U.S. economy’s resilience to high interest rates continued in the first quarter of 2024. Despite widespread expectations for an economic downturn, 2023 ended on a high note, with 3.2% growth in th...
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Manage Wealth
Tax Benefits of "Bunching" Charitable Giving
Every year income taxpayers need to decide between taking the standard deduction or itemizing. For those that itemize deductions, a strategy to combin...
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Manage Wealth
Are Tax Increases on the Horizon?
As we move into the sixth month of masks, sheltering-in-place and all the awful effects of the coronavirus pandemic, the U.S. government has pledged a...
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Manage Wealth
Many Paths, One Destination: Forging Your Way to Retirement
I want to save for my retirement; what type of plan should I use? A traditional IRA or a Roth IRA—or another vehicle? Saving for retirement is a big s...
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Market Commentary
Equity Market Outlook
As measured by the S&P 500 Index, the stock market has risen 10.6% since the U.S. Presidential election on November 8, 2016, including a 5.8% increase...
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Grow Wealth
A Slippery Slope
The price of oil continued to fall in January with subdued demand growth and persistently healthy supply. This resulted in oil recently trading below ...
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Manage Wealth
Long-Term Care Insurance: What You Need to Know
Considering whether you will need long-term care, and determining how that need will influence your financial picture, requires careful thought and pl...
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