Tax Planning

With the stock market seemingly hitting new record highs every day and mortgage rates near record lows, you may be wondering if you should pick up a second home

If you are charitably-inclined or if you are looking for ways to minimize income or estate taxes, charitable giving is an important financial and estate ...

As recent letters to taxpayers who might be eligible for the advance child tax credit indicated would happen, the IRS is in the midst of launching online

Will the policies of the Biden Administration have a negative or positive impact on the stock market? A prevailing view – by about half of the country – is that

Now that the Democrats control the House, Senate and the White House, you're probably wondering what the new administration means for your tax bill—and your

The warnings that higher inflation lurks around the corner are starting to show up everywhere...

June Monthly Economic Update

Stocks rallied in May, sparked by a supportive Federal Reserve, stories of states re-opening, and reported progress on a COVID-19

May Monthly Economic Update

Stocks rebounded sharply in April, fueled by a flattening pandemic curve and positive results from a clinical trial investigating a

April Monthly Economic Update

The Coronavirus Aid, Relief, and Economic Security (CARES) Act has been signed into law, bringing relief to millions of Americans

March Monthly Economic Update

In February, anxieties about the novel coronavirus (COVID-19) rippled through stock, bond, and commodity markets. Stories about the