Insights

November 2024
Now that the presidential election is behind us, some investors may feel inclined to adjust their strategies.... Read More...

September 2024
As we approach the end of the year, it’s a good time to review and maximize your retirement plan contributions.... Read More...

July 2024
Rate cuts often lead to short-term market optimism because they lower borrowing costs for businesses.... Read More...

May 2024
More and more companies are using cash to buy back their stocks since the pandemic. Apple just announced.... Read More...

March 2024
Some business owners offer a SIMPLE IRA plan to their employees when they start the business with less than 100 employees.... Read More...

January 2024
We have been enjoying a high lifetime transfer tax exemption since 2017 thanks to the Tax Cuts and Jobs Act. In... Read More...

November 2023
What does 5% yield on the US 10-year Treasury note mean to investors? It is more complicated than getting higher interest... Read More...

September 2023
The stock market had a nice bull run this year. It is advisable to review your portfolio and conduct... Read More...

July 2023
Long-term care payroll tax may be on its way to California. Realizing the burden arisen from the aging population and the rising medical... Read More...

May 2023
There is good news and bad news in the interest rate of the newly issued I Bond. There are two components to the return for the bond... Read More...

March 2023
Retirement plan participants sometimes debate whether to contribute to a traditional 401(k) Plan or Roth 401(k) Plan... Read More...

January 2023
The SECURE 2.0 Act is now law. It is the second version of the Setting Every Community Up for Retirement Enhancement Act of 2019... Read More...

November 2022
It is a good practice to conduct tax-loss harvesting in your taxable accounts towards the end of the ... Read More...

September 2022
The stock market may have a seasonality. It matters more to short-term traders than long-term investors... Read More...

July 2022
Recently mortgage rates jumped after the Federal Reserve took actions to raise the interest rate... Read More...

May 2022
Many home owners know their capital gains taxes are exempt from the first $250,000 for single filers... Read More...

March 2022
There is good news in filing your tax return for 2021 including higher standard deductions and more tax credits available... Read More...

January 2022
The Fed rate-hike conversation comes back since the last rate hike was in 2018. As such, stocks, particularly value stocks... Read More...

November 2021
This is the time of the year to be grateful for the work we have accomplished and the time we have with our loved ones... Read More...