Be prepared to hear the term “cautious optimism” a lot over the next few weeks. It’s a catch-phrase economic forecasters tend to favor at any given time, but especially when a new year is near. Translation: While there’s…...more
When the Tax Cuts and Jobs Act (TCJA) was enacted in 2017, many financial advisors cautioned their high-net-worth clients that the law’s significant tax benefits wouldn’t last forever. “Time is ticking,” we said. “If you’re planning to gift…...more
You aren’t imagining it. It feels as if we’re playing an endless game of Whac-A-Mole with pandemic-related supply shortages—knocking down one (toilet paper), then another (meat), only to have several more pop up (lumber, microchips, rental cars, and…...more
The $1.9 trillion relief package known as the American Rescue Plan is a done deal. President Joe Biden signed his administration’s first major piece of legislation into law on March 11. That’s good news for many individuals, families…...more
The start of a new year can be a great time to focus on what’s going on with your money and to make improvements where needed. With a solid plan—one with steps you’ll stick to—you can get your…...more
2020 has had no shortage of challenges. We’re all navigating this moment the best we can, and many are wondering how these times will affect their investments. With the election just around the corner, we could be in…...more