At the end of 2017, the Tax Cuts and Jobs Act was signed into law. This law made significant changes to our tax code that changed or eliminated...

The change of control in the U.S. House of Representatives is unlikely to have a major impact on the business cycle unless there is a meaningful...

Many of our clients give to charitable organizations, but may wonder if there are better ways to maximize the impact of their altruistic efforts,...

Have you heard about the recent changes to 529 education plans? The benefits under 529 plans have expanded for 2018, and beyond. Now parents and...

U.S. Economy  

Recent Developments: 

Evidence continued to mount that U.S. economic growth was poised to remain solid in the second half of...

When you were young, you looked to your parents to take care of you. However, at some point, the tides may change, and it may be your turn to look...

While the media tends to focus on the many Americans who are completely unprepared for retirement, not every household has postponed a retirement...

U.S. Economy  

Recent Developments: 

The U.S. economy has been firing on all cylinders, helped along by a strong rebound in household spending,...

57% of workers say saving for retirement is their top financial priority and close to 59% expect their standard of living in their golden years to...

It’s likely you have seen a lot of commentary regarding blockchain technology and cryptocurrencies. Yet, many individual investors have a...