Tax rate schedules for 2023 include new rates because of inflation, reflecting a 7% rise. The IRS recently announced these new rates, allowing taxpayers to
Let’s talk about markets for a minute. The most recent inflation data shows that inflation continues to persist near recent highs.1 The trend makes it
With markets caught in a volatile pattern of selloffs and rallies, we thought we would do a quick round-up of what we know (very little)
Markets rallied on better-than-expected data on Friday.1 It was a bright spot in what has seemed like a relentless parade of bad news. The Dow,
Today, a quick overview of what’s going on in the financial and economic world. Stocks seem to be caught in a volatile pattern as the
The cost of hiring a financial advisor is difficult to pin down to a single amount. In fact, many would argue that the value you
Are we in a recession? Depends on who you ask. Let’s discuss. The most common definition of a recession is two consecutive quarters of negative
Understanding the difference between wealth management & asset management is essential for achieving your financial goals. Both forms of management help you meet this goal
Why I’m an optimist (good stuff inside)Â Â Â For the past few months (years, really) it seems like there’s a 24/7 stream of bad news
One of the most frequently talked about retirement funds is the 401(k), and while they do have their place in the investment portfolios of many
For those working on creating wealth and gathering significant assets and investment holdings, one question often posed in the face of advancing years is “is
Today, a quick overview of what’s going on in the financial and economic world. (Plus a discussion of the hunt for beauty in the mundane.)
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