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Strategic Perspectives: Market & Planning Insights
In a complex financial landscape, clarity is a significant asset. This is our forum for sharing professional perspectives on emerging market trends, tax-efficient strategies, and the planning concepts that impact your long-term objectives. Explore our latest thinking as we navigate the nuances of wealth management together.
New Retirement Contribution Limits for 2026
New Retirement Contribution Limits for 2026The Internal Revenue Service (IRS) has released new limits for certain retirement accounts for the coming year.Keep in mind that this update is for informational purposes only, so please...
Read MoreIt’s Time to Check the Boxes for Year-End Tax Planning
As year-end approaches, there’s still time to ensure you’re on track to pursue your important financial goals now and in the new year. But you’ll need to act soon since most of the strategies discussed here have a deadline of December...
Read MoreUS Credit Rating Downgrade
US Credit Rating Downgrade Key Takeaways: Ratings agency Fitch downgraded the US government credit from its highest rating of AAA to AA+. The downgrade reflects “erosion of governance” from repeated debt ceiling standoffs...
Read MoreThe Worst Years for US Stocks
Stock market losses occur for various reasons. Sometimes they are driven by excessive market valuations after an extended bull market. In others, they may be due to external events, such as a war or a pandemic. A look back at the worst...
Read MoreIs the US Headed for a Recession?
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...
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Should Investors Bail on Bonds?
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...
Read MoreAmerican Rescue Plan Act of 2021
American Rescue Plan Act of 2021 Explanation and Analysis
Read More5 Ways You Can Protect Against Tax Scams in 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,...
Read MoreIRS Notice Updates
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...
Read MoreSECURE Act 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...
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