Get Triple Tax Benefits

A health savings account (HSA) may be the best tax benefitable tool you can use. Maximizing an HSA for health care expenses: Health Savings Accounts are triple-tax free, so if eligible to contribute, make the most of it. Tax advantages include: Tax-free or...

Market Week: February 27, 2023

The week in review Headline/core PCE: 5.4%/4.7% y/y New home sales increased to 670K The week ahead S&P/Case-Shiller HPI Mfg. & services PMIs Thought of the week With over 90% of the S&P 500’s market cap reported, we are tracking 4Q22 operating earnings...

Investing in 2023: Make Dividends a Bigger Part of Your Portfolio

During the recent bull market, investors had to get one thing right: Recognize that leading U.S. internet companies with strong growth potential could generate the greatest returns. In today’s more volatile markets, with the cost of capital rising and investors less...

Market Week: February 20, 2023

The week in review Headline CPI: -0.5% m/m, 6.3% y/y (s.a.) Core CPI: 0.4% m/m, 5.5% y/y (s.a.) Retail sales: 3.0% m/m, 2.3% m/m ex-autos Industrial production was flat m/m The week ahead PMIs Existing home sales New home sales Thought of the week U.S. retail sales...

Secure Act 2.0. Did We Mention Tax Credits?

A few weeks ago we mentioned the recently enacted tax bill called the Securing a Strong Retirement Act 2022, otherwise known as “SECURE 2.0 Act.” or “SECURE Act 2.0”. It addresses many beneficial changes as we all plan for our retirements. One key area is the...