With the year coming to an end, now is an excellent time to revisit your philanthropic plan and review the tools you want to employ in 2024.
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insights and inspiration
While taxes may be the last thing on your mind during the holiday season, small steps you take now may result in big savings on your 2023 tax bill.
As concerns rise about the conflict in the Middle East, investors are asking what the impact could be on financial markets, especially if tensions escalate further and for a prolonged
Each October, the Social Security Administration (SSA) announces how much, if any, benefit increase Social Security recipients will receive the following January, depending on the rate of inflation. As the
We recently released our latest Quarterly Outlook, and the main takeaway is that inflation is still cooling and is now at 3.7% on a year-over-year basis. This represents a significant improvement from the peak last year, but it is still materially above the Fed’s long-run target
Over the past several decades, women have increasingly taken on the responsibility as their family’s primary or sole breadwinner. This rising role has prompted a different approach to comprehensive financial
Over the weekend, Congress passed legislation to enact a 45-day reprieve of any imminent government shutdown fears. However, this won’t get us through the end of the year. In this
This year, there has been more optimism in the stock market compared to 2022. For investors only looking at the returns of the S&P 500, it may seem like the