FIRST QUARTER 2022: Quarterly Market Commentary
THE FIRST QUARTER of 2022 was a wild one. Economic and market complications piled up to start the year, weighing on equity and fixed...
TAKE OUR FINANCIAL LITERACY TEST
In recognition of National Financial Literacy Month, we’ve crafted a financial literacy quiz and invite all financial advisors and...
PASSIVE INVESTING: THE ROLE OF IMPLICIT SECURITY SELECTION
Here’s a provocative thought. Index investing is not an entirely passive investment management strategy. Passive investing is rife with...
TAX ALERT: 2021 TAX CREDIT ON CHILDCARE EXPENSES
The childcare tax credit underwent significant change in 2021. The new law expanded the child and dependent care tax credit in three...
