Current Events

The rules regarding inherited IRAs have changed in the last five years, and failing to comply with the new requirements may result in IRS penalties. These changes affect people inheriting IRAs and those looking to leave retirement accounts to heirs.¹

While you may follow the various stock indexes on the nightly business news, how much do you know about their histories, how they work, and why they're important? We pulled together some information and interesting facts about some of the major indexes that can help you put the numbers you hear in context.

Statistics show that nearly 33% of Americans have faced some identity theft attempts in their lives, and experts estimate there is a new case of identity theft every 22 seconds. As financial professionals, one of our primary goals is to help our clients create a financial strategy and protect their wealth. In today’s digital age, identity theft threatens your finances, so it’s crucial to understand the risks and take proactive measures.¹

This blog aims to equip you with practical strategies for protecting your personal and financial information with the goal of maintaining your financial well-being.

With Labor Day behind us, we're in the final stretch of the 2024 presidential election race. As we follow the news and parse the most recent polls, some may ask, "How might what happens on November 5 impact my finances?”

If you are a small business owner — or plan to be one — you should be aware of a new reporting requirement.

There isn’t a week that goes by when you don’t read about some data breach, and tens of thousands of people becoming victims of identity theft. Safeguarding your personal and financial information starts with understanding cybersecurity risks, knowing what to look for, and doing everything you can to help protect your personal identity.

At the end of 2025, portions of the Tax Cuts and Jobs Act (TCJA) are set to expire. Many changes will come with the sunsetting of many rules, including the possibility that federal estate and gift tax exemption levels will revert to pre-TCJA levels.

As tax season comes to a close, we want to make sure you are aware of this year’s increases in annual IRS limits for retirement plans, IRAs, etc. See the below infographic for a full view of the 2024 increases, with the 2023 numbers for comparison.

As the presidential race heats up, there is a common question on investors' minds: "How might the looming White House vote impact the markets?"

Some may wonder if they should tweak their portfolio or sit tight with the uncertainty ahead. It’s a difficult question to answer.

It’s a fun time of year for football fans. The NFL playoffs are starting, and the Big Game is just around the corner. While football fans will tune in for the match-ups, commercials, and Usher’s Big Game halftime show, you may not realize that a segment of viewers will be watching the game to glean clues about the potential direction of the financial markets. These investors are looking for a nonscientific phenomenon known as the “Big Game Indicator”.