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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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Financial Planning Corner: You Have a Primary Beneficiary. Is That Enough?
For many, the decision on a primary beneficiary is straightforward. It is a person with whom you share a close…
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Where is the Recession?
The economy remained resilient throughout the quarter despite fairly significant headwinds. The widely anticipated recession has failed to materialize, at…
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Macroeconomic Update – 1st Quarter, 2023
Coming into the first quarter of 2023, we anticipated that inflation would continue to be the primary focus of the…
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Markets
The Federal Reserve is steadfast in bringing down inflation which also means bringing down growth. The inflation genie is still…
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New Beginnings
2022 was a year of change, not only for our Firm with Susan’s planned retirement after 35 years in financial…
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Macroeconomic Update – 4th Quarter, 2022
Entering 2023, inflation remains a dominant factor in the global economy. While we have recently seen the pace of inflation…