Key Takeaways: The recent stock market rally has left many investors scratching their heads on what is driving the rally in the midst of terrible economic data. Resilience from a narrow group of mega cap technology and healthcare…
Minor Tax Changes Ahead for 2020 The Tax Cuts and Jobs Act (TCJA) concludes its second year of enforcement. Minor changes and inflation adjustments lie ahead for 2020. This article will review these changes and the impact on…
The Setting Every Community Up for Retirement Enhancement (SECURE) Act is bipartisan retirement legislation that was signed into law on December 20, 2019 and is effective January 1, 2020. The SECURE ACT represents the most significant legislative change…
Did you know... Some institutions are now paying yields upwards of 2.1% APY on cash deposits in money market accounts. These are liquid accounts that do not require any lock up period. According to Blackrock Capital Market Assumptions,…
INTRODUCTION The tax legislation enacted in December of 2017 (often referred to as the “Tax Cuts and Jobs Act of 2017”) included a new tax provision¹ that can allow capital gain recognized prior to December 31, 2026 to…
