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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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Markets – 3rd Quarter, 2024
The U.S. equity market rallied throughout the quarter, with the S&P 500 posting its best nine months to start a…
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Financial Planning Corner: Medicare Coverage Changes
The annual enrollment period for those currently covered by Medicare begins October 15th and runs through December 7th, with selected plan…
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Will the Elections Cause a Slowdown?
Not only is 2024 an election year in the U.S. but national elections are being held around the globe. In…
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Macroeconomic Update: Slowing, not Stalling
Persistent strength has been the hallmark of the economy over the past 12 months. Despite the Federal Reserve’s actions to…
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Markets – 2nd Quarter, 2024
Large-cap growth stocks had a strong second quarter, pushing the S&P 500 to new highs. The rest of the equity…
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Financial Planning Corner: What Can You Do About Your Insurance?
Inflation over the last few years has had a significant impact on those whose income has not risen in unison.…