Blog & Resources

The doom and gloom of double-digit declines across both stock and bond markets in 2022 led many industry pundits to forecast a recession for 2023 that never arrived.

Tax-loss harvesting (essentially, selling investments that lost value to offset capital gains) has gained popularity in the investment industry in recent years. Many investment firms make it sound like a no-brainer for their clients to implement, but that is really not the case.

This blog helps readers understand “the Fed,” including its purpose, workings, and how its key decisions ripple through their personal financial landscape.

The Social Security Administration (SSA) officially announced that Social Security recipients will receive a 3.2 percent cost-of-living adjustment (COLA) for 2024.