Stock and bond markets around the world are struggling to find direction in 2018. By this point last year, U.S. and foreign stocks were up by close to double digits,
Perhaps the most despised federal levy is the alternative minimum tax, which Congress passed in 1969 to prevent the loophole-savvy ultra-wealthy from shortchanging Uncle Sam. Over the years, AMT’s reach
As the 2017 tax filing deadline approaches, many are preparing to take advantage of IRA contributions. As advisors, we often hear the question “Should I contribute to my Traditional or
Not many of us would envy the Federal Reserve’s job of overseeing the U.S. economy. It’s a monumental task, one that requires vigilant watch and careful utilization of tools that
2017 was a year to celebrate gains in most stock markets around the world. The S&P 500 index continued to be the favored index, though some international markets also shone
Should you convert your traditional IRA to a Roth IRA? A key factor in this decision is taxes. If you expect to be in a higher tax bracket during retirement