The end of the year is quickly approaching, and as people turn their attention to holiday celebrations with friends and family, taxes are naturally the last thing on their minds. However, implementing one or more of…
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In a year marked by market swings and economic uncertainty, investors are looking for every edge they can get — and that includes minimizing their tax bill. When it comes to their portfolios, investors hate to…
The end of tax season is quickly approaching. Spring is in full swing, summer is just around the corner and everyone is ready to wrap up the 2023 tax season. However, implementing one or more of…
Stubbornly high inflation continued to loom over the markets during the 3rd quarter of 2022. With little improvement in the trailing 12-month Consumer Price Index (CPI), consumers and investors wondered just how long this so-called transitory…
The specter of long-term inflation loomed over the markets during the 2nd Quarter of 2022. As the 12-month Consumer Price Index (CPI) hit a 40-year during the quarter, people wondered exactly what the Fed meant by…
After two consecutive bizarre years, would it have been too much to ask to have some sense of normalcy during the first quarter of 2022? Apparently it was. January started off poorly, and things only seemed…
The Federal Open Market Committee (FOMC or Committee), the monetary policy making arm of the Federal Reserve, concluded its 2-day meeting this afternoon, and raised the overnight target lending rate between member banks by 0.25% (25…
This morning was that glorious first morning that when you walk outside you are met with just a bit of chill. “A hint of fall in the air”, if you will. Kids are back in school,…
Earlier this week, House Democrats proposed an increase in the top corporate tax rate from the current 21% to 26.5%, along with a sharp increase in the ‘minimum tax’ on foreign income from 10.5% to 16.6%.…
2021’s most inescapable cocktail party conversation may not actually be around a virus and its mutations, at least in some circles. Instead, this year’s winner may be our very own Central Bank’s decisions in regards to…