It’s hard to predict the best days in the markets, and the cost of missing them can be high. The impact of missing just a few of the market’s best days can be profound, as this look at a hypothetical investment in the stocks that make up the S&P 500 Index shows. A hypothetical $1,000 […]

As someone who is self-employed as a freelancer or independent contractor, there are a number of valuable tax deductions to be aware of. From conducting business from your home office to claiming travel expenses, here are five tax deductions to take into account in the upcoming year. Deduction #1: Home Office One of the most […]

In July of 2019, the House passed a new bill titled the “Setting Every Community Up for Retirement Enhancement Act,” or SECURE Act.1 The Senate approved the bill on December 19, 2019, and it was signed into law on December 20 by President Donald Trump. This sweeping bill offers several adjustments to our current laws surrounding […]

Key Questions for Long-Term Investors

Avoid mandatory tax withholding by making a direct rollover distribution to an eligible retirement plan, including an IRA.

College tuition has increased dramatically over the years. According to the College Board Advocacy and Policy Center, the average annual cost (tuition, fees, and room and board) for a four-year

Have you heard the term "health savings account" (also known by the acronym HSA) and wondered if it was right for you?