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Keeping Cool: Investment Strategy vs. Reaction
After losing ground in 2018, U.S. stocks had a banner year in 2019, with the S&P 500 gaining almost 29% — the highest annual increase since 2013.(1)
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The Shape of Economic Recovery
On June 8, 2020, the National Bureau of Economic Research (NBER), which has official responsibility for determining U.S. business cycles, announced that February 2020
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IRS Outlines Changes to Health-Care Spending Rules Under CARES Act
The amended rules under the Coronavirus Aid, Relief, and Economic Security (CARES) Act provide flexibility for health-care spending related to the ongoing COVID-19 pandemic.(1)
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Benefit Plans for Small Businesses
If you own a small business, you may be finding it increasingly necessary to implement a benefit program to attract and retain employees.
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Is It Time to Review Your IRA Estate Planning Strategies?
The Setting Every Community Up for Retirement Enhancement (SECURE) Act, which was passed in December 2019 as part of a larger federal spending package, included a provision that warrants special attention from those who own high-value IRAs.
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