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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

Monday, May 16, 2022

After stellar economic growth in 2021, the US economy declined 1.4% in the first quarter of 20221. This was the first contraction of the economy since the beginning of the economic recovery in 2020. The S&P 500 is down 12.9%2...

Tuesday, April 26, 2022

Bonds are off to a rough start in 2022. The Bloomberg US Aggregate Bond Index, the proxy for core US bonds, has declined nearly 6% in the first three months of 2022. This loss is compounded by those from 2021, when the index returned...

Wednesday, March 24, 2021

American Rescue Plan Act of 2021 Explanation and Analysis

Thursday, August 20, 2020

5 Ways You Can Protect Against the Growing Number of Tax Scams in 2020Just when you thought you had enough to be concerned with, the Internal Revenue Service (IRS) revealed it’s annual "Dirty Dozen" list of tax scams in July,...

Wednesday, July 8, 2020

It’s been a busy summer for the U.S. Treasury and the IRS as they continue to issue new guidance for several provisions in the Coronavirus Aid, Relief, and Economic Security (CARES) Act. We’d like to share the most notable...

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Thursday, January 9, 2020

You may have read in the news about the SECURE (Setting Every Community Up for Retirement Enhancement) Act that went into effect on January 1 and wondered if it will affect your retirement accounts. This Act makes some very significant...