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A Reality Check on AI

While computers have only been around since the 1950s, our fascination with artificial intelligence goes all the way back to early recorded human history. As a species, we can’t help but want to proje...
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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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