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New Retirement Tax Law: SECURE Act 2.0 Thumbnail

New Retirement Tax Law: SECURE Act 2.0

On Friday, December 23rd Congress approved The Setting Every Community Up For Retirement Act 2.0, also known as The SECURE Act 2.0. This bill has been long expected since the original SECURE Act 1.0 was passed in December of 2019 and completely changed the way we plan using retirement accounts, trusts, and life insurance.

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2023 Tax Adjustments Thumbnail

2023 Tax Adjustments

The IRS just announced the 2023 tax adjustments based on inflation adjustments or code changes. While we will be analyzing all changes and the impact it has to our tax management clients, the tax items for tax year 2023 of greatest interest to most taxpayers include the following

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Who Has The Leg Up: High-Tech or Old Guard? Thumbnail

Who Has The Leg Up: High-Tech or Old Guard?

One of the more vocal arguments against value investing stems from a belief that we’re in a “new normal” environment where innovative or high-tech companies have a leg up on “old guard” industries, such as energy or financials. FAANG stocks have typically been the poster children for this position; these behemoth technology companies have contributed meaningfully to the market’s overall return and, by virtue of being growth stocks, the negative value premiums in recent years. Well, guess who showed up as value this summer!

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The Inflation Reduction Act of 2022 Thumbnail

The Inflation Reduction Act of 2022

President Biden signed the Inflation Reduction Act of 2022 into law, which includes new tax provisions, extensions, and expansions of tax benefits related to energy efficiency and healthcare. So what does this mean for you and your taxes?

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Are We Headed for a Recession? Thumbnail

Are We Headed for a Recession?

Just two years removed from the last US recession, negative stock returns and aggressive US Federal Reserve interest rate hikes have many investors concerned we are headed for another big “R”—if we’re not already there. But recessions are always identified with a lag. By the time one is called, the worst of its impact on markets has usually passed.

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