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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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The Global Economy: Shrouded in Uncertainties and Tariffs
President Trump started his second term with a barrage of executive orders (over 100 since the inauguration) aimed at disrupting…
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Macroeconomic Update: Reduced Visibility Ahead
Entering 2025, we questioned whether the economy could continue to be resilient or if we were due for a decline…
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Markets – 1st Quarter, 2025
As a result of the current economic uncertainty, U.S. equity markets experienced their worst quarter since 2022, as measured by…
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Financial Planning Corner: Planning for Uncertainty
Uncertainty has been a consistent theme during the first quarter of 2025. The current economic environment makes it extremely tough…
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U.S. Economic Growth Continues but Uncertainties Remain
The dawn of 2024 started with tremendous uncertainty. An economic recession was nearly a foregone conclusion, and the Federal Reserve…
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Macroeconomic Update: Inflation, the Great Unknown
What will the economy look like in 2025? That is the great question that faces us. After two years of…