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Qualified Charitable Distributions
If you’re charitably minded and in your 70s, there’s a powerful tax strategy you may be overlooking: Qualified Charitable Distributions (QCDs). Typically, withdrawing money from an IRA is taxable. Once…
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Macroeconomic View & Markets
Though stocks, especially technology, have had a pullback the first week of the new year, the broad measure of U.…
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Are You Sleeping Well?
Market volatility has been at the forefront of our minds the last few years. We expect this trend to continue…
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HEADLINES DRIVE READERSHIP, HOPEFULLY NOT INVESTORS
On August 6, 2021, in The New York Times, we read the following: Jobs Surge in July Offers Fresh Sign…
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Macroeconomic View & Markets
The broad stock market, measured by the S&P 500, recorded a 5% drop from recent highs in early September. Selloffs…
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Are You Tax-Efficient?
There has been much speculation about the current tax proposal and what may eventually pass. While the details remain in…
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It’s Too Early to Worry About Inflation
Every Quarter, headline news offers at least one new reason to become nervous about investing in the global economy. Second…