July 16, 2021
As the Biden administration and Republicans negotiate a possible infrastructure spending package, how to pay for it has been a key sticking point. President Joe Biden […]
May 27, 2021
Will the policies of the Biden Administration have a negative or positive impact on the stock market? A prevailing view – by about half of the […]
May 26, 2021
New changes thanks to the American Rescue Plan Act – but just for 2021 The Child Tax Credit was introduced through the Taxpayer Relief Act of […]
February 26, 2021
St. Patrick’s Day and Tax Day Interesting facts to remember On March 17th of every year, we celebrate St. Patrick’s Day in observance of the death […]
November 25, 2020
This year looks to be a record year for capital gain distributions When an investor sells a stock for more than the purchase price, the investor […]
October 30, 2020
Consider whether a donor-advised fund makes sense for you! November brings us Thanksgiving – a day for simply giving thanks. The 11th month also brings us […]