Stay Informed on Your Finances


Our latest insights on wealth management and conversations about money that impact the lives of our clients and their families.

What Lies Ahead for Pension Plans

Financial professionals and economists have been talking about the “graying of America” and the retirement crisis for at least a couple of decades. Now, it ...

Qualified Business Income Deduction (QBI): What You Need To Know

One of the provisions included in the Tax Cuts and Jobs Act of 2017 was the Qualified Business Income (QBI) deduction. It is designed as ...

Guaranteed income for life—in any market

The Insured Retirement Institute (IRI) – a trade association for the retirement income industry – advocates annuities as a vehicle that can help provide retirees ...

Retirement Planning and Tax Savings Insights

Amid lost jobs and a scaled-back economy in 2020, some workers may have decided to retire earlier than planned. There are a couple of Social ...

Pitfalls to be Aware of This Tax Season

Millions of Americans took advantage of the delayed tax-filing deadline in 2020. In fact, according to one survey, 11% of taxpayers filed their 2019 returns ...

The American Rescue Plan

United States Flag Capitol State Building during Covid19 2020 novel coronavirus Pandemic, 3d virus medical model, Washington DC, USA Roughly one year ago, Congress passed ...

That Pesky Early Withdrawal Penalty: It’s There for a Reason

One way for the government to potentially earn more tax revenue is by eliminating the early withdrawal penalty. This is the typical 10%-tax penalty on ...

There’s Still Time to Contribute to your IRA!

If you haven’t already contributed to an IRA (Individual Retirement Account), there’s still time to do so. Many people don’t know that the 2020 contribution ...

Is the Market Poised for a Value Shift?

The stock market continues to exhibit resiliency in the face of disrupting factors, ranging from a global pandemic to a severe economic decline to a ...

The Social Media Investor

But Paul, so and so from social media told me to put all my money in this company!” With the increase in media attention the ...

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