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Understanding QBI (Qualified Business Income) Tax Deduction

April 2021

One of the provisions included in the Tax Cuts and Jobs Act of 2017 was the Qualified Business Income (QBI) deduction. It is designed as…

Tax Season Reminders

March 2021

In late 2020, Congress passed the Consolidated Appropriations Act, which included many tax provisions and extenders as well as additional COVID-19 stimulus relief. For example,…

Vaccines and the Stock Market

February 2021

If there’s one thing that can move the economy and stock market forward, it’s hope. This year, that hope is being presented in the form…

Biden Presidency and Your Retirement

January 2021

Joe Biden has become the nation’s 46th President.  Kamala Harris has made history as the country’s first Black, female and South Asian Vice President. With…

Will the Presidential Elections Impact Your Retirement?

October 2020

One thing is for sure:  uncertainty leading up to the presidential elections can affect the stock market and cause the economy to fluctuate.  What does…

What’s Your Risk Tolerance? Here’s How to Stress-Test Your Portfolio

September 2020

No one can predict when precarious situations will arise. Investments can lose value brought about by a broad decline in the financial markets due to…

To Roll or Not to Roll Over Workplace Retirement Assets to an IRA

August 2020

As the country experiences the highest unemployment rate in US history due to COVID-19, it now becomes more critical to understand if funds from an…

Return Unwanted 2020 RMDs

July 2020

If you have taken an RMD in 2020 before learning of the RMD waiver for the year under the CARES Act, there is still a…

What You Should Care to Know About the CARES Act

June 2020

The outbreak of COVID-19 has brought about the signing into law of the CARES Act (Coronavirus Aid, Relief and Economic Security Act) last March 27, 2020…

How to Read a Discordant Stock Market and Economy

May 2020

It is commonly assumed that the stock market follows economic performance. In these abnormal times, such is not the case. While the month of April showed a global shutdown of businesses, rampant unemployment and low economic growth, the S&P 500 Index ended the month up by 12.9%, representing the highest one-month gain since 1987 and posting the fastest recovery of the fastest bear-market decline in 90 years, according to Investing Daily…

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