Market Trends to Watch

The investment world is like the weather: constantly changing. Financial vehicles are tweaked and improved upon, particularly when there are changes to tax law or compliance rules. The world of…

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Year-End Tax Considerations

Now that we’re in the fourth quarter, it’s time to think about what you can do to help minimize your liabilities for the 2019 tax season and position finances for…

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Medicare Update

Some hard-working, taxpaying Americans get angry when they hear Social Security called an entitlement program, perhaps because the word “entitlement” has come to have a connotation with welfare programs. The…

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The Economics of Immigration

The Wharton School of Business at the University of Pennsylvania has conducted extensive studies on the effects of immigration on America’s economy. In light of heightened policy debates in the…

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What’s New in Indexing?

Index mutual funds are investment vehicles comprising stocks from a wide variety of companies and track the performance of a specific index, such as the Dow Jones Industrial Average. Investors…

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What’s New in Banking

Nearly a quarter of the adult U.S. population is “underbanked.” This means they don’t regularly use a bank (or a bank’s mobile/online capabilities) to deposit checks and pay bills. That’s…

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