Today’s markets, investment trends and financial strategies.
With deduction limitations set to begin in 2026, 2025 offers a unique window for high-income donors to pair charitable gifts and IRA withdrawals. When structured properly, this approach can help offset income and maximize available deductions especially before Qualified Charitable Distributions become available at age 70½.
Knowing who to turn to for help managing your finances can be challenging. A Certified Public Accountant (CPA) is a trained professional specializing in accounting and tax-related matters.
Given the current market decline, you may be wondering: is this stock market drop normal or is it unique?
While the nation mourns the conflict underway in Ukraine, we felt it prudent to provide some financial insight on your investment portfolios.
More than any other topic today, inflation seems to be top of mind for many. We want to discuss inflation, highlight the reasons for the recent increase in inflation, and provide a long-term outlook for inflation.
Last month, President Biden unveiled the American Families Plan. As part of the plan, Pres. Biden discussed how he intends to raise the revenue necessary to pay for his proposal.
2020 has been one of the most challenging and confusing years on record for investors. The swiftest market decline in history was followed by an abrupt, about-face recovery.
The S&P 500 just closed with its second best quarter in 30 years. The rapid rise and recovery of the US stock market over the past 3 months has been thanks in large part to the $1.6 trillion stimulus package from the Federal Reserve and Congress.
