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The Vaccine Economy

August 2021

How well the world economy recovers from the pandemic will depend largely on the number of people who receive the vaccine. For that reason, the…

Midyear Market Outlook

July 2021

In its midyear review, market analysts at Charles Schwab say that economic growth in the United States may have peaked in the second quarter of…

Leaving a Legacy: 3 Differences Between Life Insurance and Roth IRAs

June 2021

Life insurance and Roth IRAs have a basic structure in common: they are both wealth transfer tools that help facilitate an efficient transfer of assets…

Survival of the Fittest

May 2021

The coronavirus pandemic worsened income and wealth disparity in the U.S.1 However, if you were on a good path for retirement planning and financial stability, chances…

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…

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