A Federal Wealth Tax Has Been Introduced in the Senate. Here's What Affluent Families Need to Know
On March 1, the Ultra-Millionaire Tax Act was introduced. If passed, certain affluent families could see their tax obligation increase.
62, 70 or Somewhere In Between? It's Time to Answer the Question Once and For All: When Should I Claim Social Security?
Deciding to wait or claim Social Security benefits is a personal decision. Here are some important factors anyone nearing or in retirement should consider now.
Markets in Review | Week ending 01/15/2021
Stocks fall for the first week in the last three, but are still near all-time highs. The 10-year UST yield hit 1.18%, its highest since March, before falling back to 1.08%.
2020 4th Quarter Client Update
Much happened in 2020: we opened with the longest bull market & economic expansion in America's history, only to see a pandemic shutdown the economy
Markets in Review | Week ending 12/31/20
Equities ended the week, and the year, at new record highs, and Small Caps broke their eight week winning streak.