What Issues Should I Consider When Reviewing My Beneficiaries in 2023?

There’s no time like the present to review your beneficiary designations. By taking the time to ensure your beneficiaries align with the instructions of your will or trust, you’ll rest assured that your intentions are realized.

Anatomy of an Index: S&P 500

Did you know that an estimated $13.5 trillion in assets are indexed to the S&P 500 Composite Index, including $5.4 trillion in index assets?

How the Failure of First Republic Impacts the Financial System

On the morning of May 1, it was announced that First Republic Bank had been taken over by the FDIC and sold to JPMorgan Chase.

The Triple Tax Benefits Of HSAs

Used properly and in the right situations, Health Savings Accounts (HSA) can provide triple tax benefits to account holders.

7 Ways to Spring Clean Your Finances

Spring is an ideal time to clean up your finances, clear out the clutter, and get a jump start on getting your financial house in order.

Capital Gains Tax When Selling Your Home

Check out this great graphic illustration of the ins-and-outs of capital gains tax when selling your home.

The U.S. Dollar is Still in Charge

The U.S. dollar has been in the headlines due to an anticipated pause in Fed policy and concerns over the currency's place in the global financial system.

What Exactly Is Systemic Risk?

We're hearing the term "systemic risk" all the time again from the financial media as we battle another (much smaller) banking crisis.

1st Quarter 2023 Market Review and Commentary

Markets started 2023 with strong gains in January, which were primarily driven by a continued decline in widely followed inflation indicators.

Why Did The Fed Raise Rates Amid A Banking Crisis?

In this market environment, investors have had no choice but to balance a number of difficult issues related to the tightening of financial conditions.

FDIC | SIPC – And How Your Accounts Are Protected

With all the recent chaos and uncertainty in the banking world, I thought it would be good to review the topics of FDIC and SIPC coverage, and how your accounts are protected.

What Is My Tax Bracket For The 2023 Tax Year?

It's possible you could be in a different tax bracket for 2023 than the last time you reported your taxes, even if your income has not changed.

Banking Turmoil And Market Pullbacks

The banking crisis that began in the U.S. has now spread to Europe. Recent concerns over the solvency of Credit Suisse, Switzerland's second largest "global systemically important bank" (G-SIB), was due in no small part to the runs on U.S. banks.

Fear Strikes the Market

In my opinion, we need a little more consistency of message coming from the Fed. What we sometimes get is very extreme pendulum swings from positive to negative commentary.

5 Tips for Completing Your 2022 Tax Return

Tax filing always feels a bit tedious, but here are 5 tips for completing your 2022 tax return more efficiently.

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