Understanding the Tax Treatment for Various Types of Investment Accounts

Developing the right savings strategy for retirement can be a confusing process. After working with clients for several decades, we've found there is still a tremendous amount of mystery around where people should be saving. More importantly, understanding the general tax treatment for the savings vehicles they rely on to help them reach their retirement goals. 

President Biden’s Tax Plan - Will there be a tax increase in 2021?

A question that many Americans are asking now is what can we expect to see implemented from President Biden’s tax plan?

The American Rescue Plan Act of 2021

It’s hard to believe a year has passed, but we are now looking through a more hopeful lens as vaccines are being distributed. Even so, many Americans are still facing real struggles from the pandemic. In response, the $1.9T American Rescue Plan was passed to offer fiscal relief and economic stimulus.

What the Additional Covid-19 Relief Package means for you

So, what does the $900 Billion Covid-19 stimulus package mean for you? Here is a quick summary of the highlights.

3 ways we helped our clients navigate 2020

While year-end chatter typically revolves around market prognosticators and analysts making predictions about what will happen next year (how did that work out in 2020?) we would like to take time to reflect on how we helped clients navigate a historical year for the markets and economy.

2020 Year-End Reminders

With 2020 coming to a close, it is important to ensure year-end planning items are completed before December 31.

How Should My Investment Approach Change When I Retire?

A very common question those approaching retirement ask is “what changes should I make to my investment portfolio, and when”?

Qualifying for Health Insurance Tax Subsidies in Retirement

One of the challenges of an early retirement includes the need to budget for increased health insurance expenses prior to the onset of Medicare at age 65.

Medicare 101 (Part 4): Understanding Part D and Medigap Policies

In the final installment of our Medicare blog series we will discuss the remaining core aspects of Medicare, Part D (drug coverage) and Medigap Policies (supplemental insurance). We will save a discussion on Medicare Advantage plans (an alternative to all of the above) for a future post.

Medicare 101 (Part 3): Understanding Medicare Part B

Medicare 101 (Part 2): Understanding Medicare Part A

This post will focus specifically on Part A of Medicare to help you begin to understand costs and coverage available. Better understanding the specifics of Part A will help you fine-tune your plan for health care expenses in retirement.

What We Are Doing in Our SSR US Equity Strategy

What are you guys doing?

Don’t Sell Based on Today’s Headlines

Warren Buffett was on CNBC last week just as the market rout due to coronavirus concerns was escalating. Asked about the situation, his advice for investors was timely:“Don’t buy or sell your business based on today’s headlines.”

How the Coronavirus Selloff Compares to Recent Selloffs

Stocks sell-off. It is an inevitable, even healthy feature of stock markets. Currently, markets are moving lower due to fears that the Coronavirus will slow down the global economy.

Growth Had a Good Run…Is It Time for a Value Comeback?

It can be surprising to learn that Value companies outperform Growth companies over the long-run. Typically, the types of stocks that first come to mind when we think about strong performers are stocks like Amazon, Netflix and Facebook.