by admin | Jun 7, 2024 | Tax Awareness
Dear Friends, The Tax Cuts and Jobs Act (TCJA) of 2017 made many changes to U.S. tax law. However, many of those changes included sunset provisions that will cause them to expire at the stroke of midnight on January 1, 2026, unless Congress acts to extend them. In the...
by admin | May 24, 2024 | Weekly Wrap
Dear Friends, With the warmer weather setting in at this time of year, we find ourselves eagerly anticipating the arrival of summer. As we begin Memorial Day weekend and look forward to spending time with friends and family, please join us in remembering and honoring...
by admin | May 10, 2024 | Market Outlook, Weekly Wrap
Dear Friends, Last Wednesday, the Federal Open Market Committee announced the interest-rate decision and monetary policy for their meeting in May. The market reacted positively along with more companies releasing their earnings. The market had a decent rebound in...
by admin | Apr 26, 2024 | Market Outlook, Weekly Wrap
Dear Friends, For the past two weeks, we’ve seen the markets pull back due to geopolitical tensions and sticky inflation data. Meanwhile, we’ve also seen the markets rebound after strong earnings were released from S&P 500 companies. The mixed picture is testing...
by admin | Apr 26, 2024 | Financial Planning
Dear Friends, Recently, we have fielded questions regarding the option to convert Traditional IRAs into Roth IRAs. There are many factors that go into making the determination as to who would benefit from this strategy. To better understand this option, we will...
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