Our Women & Wealth series offers insights about the multi-faceted relationship women have with money, career, managing their finances, and how that...

The fourth quarter began on an upbeat note for U.S. equity markets as participants responded positively to a deal forged by the U.S. and Canada to...

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 many...

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 2018....

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,...