Back in May, we featured a blog that referenced Benjamin Franklin’s famous quote, “Nothing can be said to be certain, except death and taxes.” That...
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Enhanced Child Tax Credits Are Coming. What Advisors Need to Know.
Published on July 14, 2021 by Barron’s By July 15, 39 million U.S. households, representing nearly 90% of children, will receive the first...
Second Quarter 2021 Market Overview
The second quarter of the year saw strong market returns once again, fueled in part by both a reopening economy and loose monetary and fiscal...
Making Room for the Unexpected in a Financial Plan
In life, we all learn to expect the unexpected. For example, a plan to run errands could always end with a trip to get ice cream...or with a flat...
Inheriting an individual retirement account? Here’s how to avoid a tax bomb
Published on July 6, 2021 by CNBC While inheriting money is typically a good thing, newer individual retirement account rules may leave some heirs...
The Summer of Our Awakening
I just had the great pleasure of spending a week with our team in the Bay Area for the first time in well over a year. I can’t say I enjoyed the...