14 Apr Creating Your Own Operation London Bridge
"London Bridge is down." On September 8, 2022, those words were reportedly used to launch what were arguably the most complex end-of-life proceedings the world had ever witnessed: the funeral...
sustainable investing Tag
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...
07 Apr Double up with a Spousal IRA
If you and your spouse are looking for a way to build your retirement savings but one of you is not working, you might consider funding a spousal IRA. This...
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...
30 Mar Stock Funds by Market Capitalization
Size Matters One way to consider a stock fund is to look at the market capitalization, or market cap, of the stocks in which it invests. Market capitalization represents the total...
22 Mar World Water Day 2023: Accelerating change to solve the water and sanitation crisis
March 22nd is World Water Day 2023 Started in 1993, this annual United Nations observance celebrates water and raises awareness of the 2 billion people living without access to safe water. A...
14 Mar The “High Seas” Treaty
More good news for the planet with nearly 200 countries agreeing to a legally-binding “high seas treaty” on March 4th. Late last year, at the COP15 UN biodiversity conference, an agreement...
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,...