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Young People: Who Said You Have To Be Wealthy To Invest?

September 14, 2021

Young adults have weathered difficult times the past two decades: mass school shootings, extreme weather conditions, student loan debt and a global pandemic. But now they’re witnessing an unprecedented job…

Roth vs. Traditional IRA: Retirement and Estate-Planning Advantages

August 31, 2021

It would be nice if the Roth IRA had been around long as the traditional IRA. Imagine the long-term benefits of tax-free growth throughout a 40-year career. Annual contribution limits…

All About RMDs

July 13, 2021

There really is a purpose behind required minimum distributions (RMD) of tax-advantaged retirement accounts. IRAs and employer-sponsored retirement plans feature tax-deferred income contributions and earnings growth throughout the lifetime of…

Tax Strategies

June 29, 2021

In an effort to pay for new legislation, the Biden administration has proposed higher taxes for the nation’s highest earners. The president advocates returning the top tax rate to 39.6%…

What’s Driving Oil Prices?

June 8, 2021

Oil prices are influenced by supply and demand, and 2020 was a great demonstration of this principle. With global and local shutdowns due to the spread of the coronavirus, there…

Investment Consolidation Strategies

May 25, 2021

Throughout the investment industry and financial media sources, we constantly hear the message that our money should be diversified. By spreading assets throughout a number of different vehicles, we can…

Social Security Proposals and Strategies

May 20, 2021

As the Social Security Trust Fund approaches its expiration date, many existing entities are offering helpful suggestions for funding alternatives. For example, the Association of Mature American Citizens (AMAC) recommends…

What the Stimulus Could Mean for Investors

April 27, 2021

Millions of Americans have embraced the new relief money resulting from the $1.9 trillion America Rescue Plan. They’ve been able to pay for utilities and put food on the table…

Global Recovery in a Post-Pandemic World

January 19, 2021

In 2020, the World Economic Forum published its annual Global Competitiveness Report, as usual. However, in light of the global pandemic, it put its long-standing Global Competitiveness Index rankings on…

2021 Outlook: Wealth Managers Weigh In

January 18, 2021

While challenges likely still lie ahead, there’s no denying we all weathered our fair share of storms in 2020. Now that the calendar has turned to a new year, we…

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