Secure 2.0 Act
Late last year, Congress enacted a new slate of legislature entitled, somewhat unimaginatively, the SECURE 2.0 Act. The intent of this new Act is to increase retirement savings by increasing the various ways to save across the ages.
Q4 2022 & Year-end Market Slides
Review our Q4 2022 and year-end market slides. Included is final Index performance, interest rate info, and long-term perspective of historical returns.
January Market Commentary
Inflation is dropping, if slowly. Employment is lower, but strong, which is supportive of the economy, and GDP returned to positive. What’s causing the volatility? Many factors are in play, but arguably the largest is the Federal Reserve’s moves on interest rates, and the messaging from Chairman Powell and the Fed Governors.
December Market Commentary
November Recap and December Outlook We're on the home stretch of a year in which "unprecedented" doesn't even begin to capture it.
Are I Bonds Right for You?
We have received many questions regarding I bonds this year, and for good reason. They are likely a good option for cash you have set aside and don't need for at least a year. What are I Bonds? I Bonds are a series of bond issued by the United States Treasury, with an interest rate [...]
2022 Contribution Limits & Tax Reference
Click here to view and download our 2022 Contribution Limits & Tax Reference Guide
Q3 2021 Market Review Slides
Click here to view the Q3 2021 Market Slides.
Proposed Tax Provisions in Budget Bill
Mid-September, Democrats and the House Ways and Means Committee released their proposed tax changes in the budget reconciliation bill known as the “Build America Back Better” act. This legislation will now be debated in Congress, and I expect we will see changes before it is finalized. Here is a summary: The top marginal tax rate [...]
4 Ways to Prioritize Your Health Today—to Live a Richer Life Tomorrow
This guest post is by Kim Dorval, RD, LD, CEO of Nutrition in Motion, a national network of experienced Registered Dietitians (RDs). Nutrition in Motion is dedicated to changing lives by educating, motivating, and supporting people in achieving their individual health goals. My father was a self-employed, self-made millionaire. He ran his own insurance agency, [...]
How Do You Sell a Business? Follow this Timeline
This is a guest post by Matt Rudnick, Founder and CEO of Main Sheet, an M&A advisory firm for entrepreneurs of middle market companies looking to sell their business. We’ve covered how to evaluate your readiness to sell your business, and we’ve outlined how to do your own due diligence to build your business value [...]