Schedule a Free Consultation

facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Insights

Donating to Your Favorite Charity This Holiday Season? Keep This CARES Act Tax Benefit in Mind Thumbnail

Donating to Your Favorite Charity This Holiday Season? Keep This CARES Act Tax Benefit in Mind

As Americans, we love giving back. In 2017 alone, we shelled out $410.02 billion in charitable donations - accounting for 2.1 percent of the GDP.1 With the 2020 holiday season officially upon us, it’s no surprise that our giving efforts are likely ramping up. And while donating to charities is an integral component of your core values, it can also be an important, strategic play in lowering your tax obligation.

Read More
The New Year Is Coming. 4 Things Every Plan Sponsor Should Be Thinking About For 2021 Thumbnail

The New Year Is Coming. 4 Things Every Plan Sponsor Should Be Thinking About For 2021

2020 is finally coming to a close, but it’s time to start thinking about the year ahead. For employers and businesses, this means thinking about the future of their company and their employees. This year was anything but ordinary, but when you add an election into the mix, what does this mean for plan sponsors? Here are four things every plan sponsor should be thinking about for 2021.

Read More
US Government Debt.  What Happens Next? Thumbnail

US Government Debt. What Happens Next?

In February of this year we argued that there is no compelling reason for the existence of positive real rates on “risk-free” sovereign debt (such as U.S. Treasury Bonds), and by extension for an upward-sloping (or any non-flat) sovereign-debt yield curve. The persistence of these phenomena in the past was really the result of investors demanding a “default premium” (akin to that on corporate debt) as compensation for loss due to wars, coups, and currency collapses.

Read More
With COVID-19 Concerns, Cyber Monday Will Be Crucial For Holiday Shoppers. As You Shop, Keep These 7 Cybersecurity Tips in Mind Thumbnail

With COVID-19 Concerns, Cyber Monday Will Be Crucial For Holiday Shoppers. As You Shop, Keep These 7 Cybersecurity Tips in Mind

For large and small businesses alike, it should come as no surprise that more Americans have been shopping online due to the COVID-19 pandemic - and this trend will likely continue until the pandemic subsides. In fact, with Cyber Monday approaching, these numbers are expected to rise. In 2019, Cyber Monday shattered the online sales record with $9.4 billion in revenue - and that was before social distancing.

Read More