22 Jun Diversifying with Market Caps
The U.S. stock market struggled in 2022, with the S&P 500 index ending the year down more than 19.4%.1 The S&P 500, which includes stocks of large U.S. companies, is generally...
2023
10 Apr Your Chance to Catch Up on Retirement Saving
If you are age 50 or older and still working, you have a valuable opportunity to super-charge your retirement savings while managing your income tax liability. Catch-up contributions offer the...
03 Apr U.S. Banking Crisis: Should You Be Worried?
Unable to meet withdrawal requests triggered by depositor panic, Silicon Valley Bank (SVB) was placed into receivership by the Federal Deposit Insurance Corporation (FDIC) on March 10, 2023. SVB represents...
03 Apr Bank Failures Shine Light on Interest Rate Risks
Financial markets reacted turbulently to the collapse of Silicon Valley Bank (SVB) on March 10, 2023, followed two days later by the failure of Signature Bank of New York. With...
02 Apr The Top Six Inflation Drivers of 2022
In June 2022, the 12-month rise in the Consumer Price Index (CPI) peaked at 9.1%, the fastest pace in 40 years, before dropping to 7.7% in October. This bout of...
13 Mar 2023 Key Numbers
Links to all of the key numbers for your 2023 planning. Individual Income Tax Planning Alternative Minimum Tax (AMT), child tax credit, earned income tax credit, itemized deductions, kiddie tax, personal exemptions,...
28 Feb When Should You Start Investing?
As young adults embark on their first real job, get married, or start a family, retirement might be the last thing on their minds. Even so, they might want to...
21 Feb Federal Tax Filing Season Has Started
IRS started accepting returns: Monday, January 23, 2023 Filing deadline for most individuals: Tuesday, April 18, 2023 Monday, October 16, 2023, if you file for an automatic six-month extension by the original due date The...
01 Feb 2023 Federal Income Tax Rate Schedules
Single Taxpayers Married filing jointly and surviving spouses Married individuals filing separately Heads of Household Trusts and estates This information was developed by Broadridge, an independent third party. It is general in nature, is not...
01 Feb 2023 Key Numbers-Investment Planning
Maximum tax on long-term capital gains and qualified dividends Unearned income Medicare contribution tax ("net investment income tax") This information was developed by Broadridge, an independent third party. It is general in...