Publications, Insights & News

As the year comes to a close, now is the perfect time to maximize your charitable contributions and take advantage of key tax benefits. Whether you’re considering a Qualified Charitable Distribution (QCD) from your IRA, setting up a donor-advised fund, or planning to bunch donations, these strategies can significantly reduce your tax liability while supporting causes you care about. Find out how to make the most of your year-end giving before the December 31 deadline, and ensure you’re prepared for the 2024 tax season!

Curious about how a Roth conversion could shape your retirement savings? As we approach the end of 2024, there’s still time to make impactful decisions. Find out how you can leverage lower tax rates and what strategies to consider before the December 31 deadline. Don’t miss the insights that could help you secure a more tax-efficient financial future!

We’ve updated our article from May on the current state of the economy to provide you with the latest insights on key indicators such as economic activity, consumer sentiment, and unemployment rates. Check out the updated article for a look at these important topics!

Take a moment to watch our market and economic update where we discuss five insights for the final quarter of 2024.

Make the most of your retirement savings before the year ends! This article shares tips on maximizing 401(k) and IRA contributions, including the April 2025 deadline for IRA contributions. Simple steps now can help secure your financial future.

Do you know what a P/E ratio is and, more importantly, how it can help guide your investment decisions? Learn more here!

The conflict between Israel and Hezbollah has escalated in recent days, marking another chapter in Middle East instability. Without minimizing the real-world impact of these conflicts, investors may wonder how they might impact financial markets and the economy.

Your 30s are often a time of major life transitions. Recognizing potential red flags early can help you stay on track and avoid costly mistakes. Here are ten financial red flags to watch for in your 30s and strategies to address them.