Equities have their best January since 1989. If you missed the rally, did you miss out on the 2019 gains? January results posted the best beginning of any year since 1989. It’s a dramatic reversal from what was the worst December since 1931. If you missed the rally, did you miss out on the 2019...

The U.S. dollar is appreciating in value, a trend seen happening in the background of soundbites around trade tensions, tax cuts, and earnings projections. While we may not readily see the value of the dollar edging one direction or the other, we can identify the indirect effect in many different aspects of our economy. Where...

Doing good feels (even) better with a tax write-off. We have a recommendation for you this holiday season. Individuals that exceed the 70-½ age threshold are required by the IRS to take minimum distributions (RMDs) from their traditional IRAs, which have been growing tax-free since inception. The IRS will take a percentage of the investment...

Taxpayers will have the opportunity to save more in 2019 without tax repercussions. In its first increase since 2013, the IRS announced that contribution limits for certain retirement accounts will bump up in tax year 2019. This is good news for the many Americans (46 percent) who believe financial comfort in retirement may be out of reach, according...

Seats promoting diversity in the board room may be opening up, state-by-state. The diversity we are referring to is women, who have been under-represented in the executive halls of U.S. public companies. Individual states are taking on the status quo with initiatives to help instill diversification. Most recently, California implemented a minimum number of women...

Women and men are not financial equals at the time of retirement. Women have fallen behind, held back by a lack of investing confidence and a pay disparity. That creates a $1 million “wealth gap” for women as they approach retirement age, according to the 2018 Age Wave study. Women make up roughly half of...

Avoiding taxes by hiding money or assets in unreported offshore accounts is on the Internal Revenue Service’s “Dirty Dozen” tax scams for 2018. It doesn’t matter if the money parked offshore is real or virtual, the IRS is coming after all global tax dodgers. Identifying and enforcing a U.S. tax regime for a global marketplace built around...

As a business owner, you have options for retirement plans that in most cases, reduce your taxable income. Whether you’re self-employed, or a small business owner with valued employees you want to reward, employer-sponsored IRAs may be a better fit over more complicated 401(k) plans for building nest eggs on a tax-deferred basis. While there are many...

Like everything in life, moderation is the key to a long-term investment strategy. But when it comes to reviewing short-term investment rates of return, we tend to become greedy. It’s common for a client to compare their portfolio return to what they see on the news. Last year when the S&P 500 had a banner...

Always prone to wild price swings, speculation turned south on bitcoin in the first quarter of 2018. Where it goes from here is unknown. On February 2, 2018, CNBC.com reported three bitcoin skids amid a broad cryptocurrency sell-off. The quarter-end brought further disheartening news of bitcoin hitting its worst first quarter in history with over $119 billion wiped from...