Personal Finance
At a Crossroads: Wile E. Coyote Moment or Soft Landing?
It’s been an eventful first half of 2023 in the financial markets. Through June 30, 2023, we’ve seen a major rebound in equity markets after 2022’s sell-off, which was triggered by the Federal Reserve’s rapidly tightening monetary policy. read more...
Graduates: Celebrate Your Achievements and Invest in Your Future
Congratulations to all graduates! What an incredible achievement, and a major milestone. For many the next step is the working world and “real life”. You have years of education behind you. read more...
Tax Deadline Reminders
Tax day is April 18, 2023 this year. A few reminders as we get closer to the deadline: April 18, 2023, Deadlines. October 16, 2023, Deadlines. Future changes to be aware of. read more...
Happy New Year!
Happy New Year and thank goodness it’s 2023. Some years are a relief to close the books on, and 2022 was one of those years. It was a challenging and unusual year in the markets. Macroeconomic factors were the primary driver of investment returns in 2022 read more...
2022: The Finish Line is in Sight
We’re closing in on the end of this tumultuous year. As we get nearer to 2022’s “finish line”, it’s helpful to look back at the year so that we can begin to assess what 2023 may bring. read more...
2022 Year-end Financial Reminders
As we approach the end of 2022, it's a good time to address year-end "to-do's". Please find below a list of financial items to consider before year-end, as well as important deadlines to keep track of this year and for 2023. read more...
Personal Finance: Step 1: How to Start Getting your Financial Life Organized
This post is the first in a series of personal finance blog posts. Over time, we’ll walk through how to think about and approach personal finance and investing in a step-by-step way. I’ll include several ‘starter’ posts on how to approach personal finance and investing. I’ll also have a “101” post on how the markets work, and additional special topic areas including estate planning considerations, how to talk to the next generation about money and investing, taxes, and charitable giving. read more...
Be Alert: Anticipating Potential Tax Changes
Proposed changes to the US tax code have the potential to impact individual income tax rates, corporate rates, capital gains rates and step-up, estate planning and gifting. While we don’t know definitively what the final updates to tax policy will be, in the spirit of being informed and prepared, we’ll detail the major proposals below […] read more...