Tax Strategies

The Biden administration has proposed higher taxes for the nation's highest earners to pay for new legislation. The...

The Labor Market in the Post-Pandemic Era

According to the most recent Future of Jobs Report by the World Economic Forum, 50% of employees will need new skills...

Survival of the Fittest

The coronavirus pandemic worsened income and wealth disparity in the U.S. (1) However, if you were on a good path for...

What’s Driving Oil Prices?

Oil prices are influenced by supply and demand, and 2020 was a great demonstration of this principle. With global and...

Gen X Prepares to Ascend the Throne

Generation X, comprised of adults between the ages of 40 and 55, have entered their prime earning years while at the...

Tax Topic: Qualified Business Income Deduction

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

Social Security Proposals and Strategies

As the Social Security Trust Fund approaches its expiration date, many existing entities offer funding alternatives....

Updates on FSAs and HSAs

A recent survey found that 40% of respondents with access to a health savings account (HSA) do not fully understand how...

New Status on Pension Plans

Financial professionals and economists have talked about the “graying of America” and the retirement crisis for at...

What the Stimulus Could Mean for Investors

Millions of Americans have embraced the new relief money resulting from the $1.9 trillion America Rescue Plan. They’ve...

Warren Buffett’s Annual Shareholder Letter

Every year, Berkshire Hathaway’s Chairman and CEO Warren Buffett sends a thoughtfully crafted letter to its...

Annuity Insights

The Insured Retirement Institute (IRI) – a trade association for the retirement income industry – advocates annuities...

Can Money Buy Happiness?

In 2010, a study was published by two Nobel prize-winning economists purporting that people with more money feel better...

That Pesky Early Withdrawal Penalty: It’s There for a Reason

One way for the government to potentially earn more tax revenue is by eliminating the early withdrawal penalty. This is...

Is the Market Poised for a Value Shift?

The stock market continues to exhibit resiliency in the face of disrupting factors, ranging from a global pandemic to a...

Pandemic Highlights the Difference Between Economics and Finance

One of the more glaring lessons of the 2020 pandemic was that the economy and the stock market are not the same things,...

The Pros and Cons of Corporate America’s Remote Work Trend

Post-pandemic, will everyone go back to the office like nothing ever happened? Will lost jobs be recovered? Or is...

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