Do children really need to know about the economy? April 8, 2025 Imagine you wake up one day, and though you are surrounded by all the people you love at home, everyone is speaking a completely different language. You don’t understand any of the words except for a few...
Social Security Fairness Act: Key Updates for Public Pension Holders January 22nd, 2025 Dear Clients, On January 5, 2025, President Biden enacted the bipartisan Social Security Fairness Act (SSFA), repealing the following two provisions that previously reduced Social...
National Day of Mourning: January 9, 2025 – Key Updates Client Notice: National Day of Mourning on Thursday, January 9th, 2025. On December 29, 2024, President Biden declared a National Day of Mourning and ordered the U.S. Federal Government to close on Thursday,...
Stay Vigilant: Protect Yourself from AI-Driven Scams This Holiday Season November 11th, 2024 Reminder: Be Wary of Modern Scams Busier than usual schedules and inboxes make the last quarter of the year a prime time for fraudsters to target individuals and families....
4th Quarter Commentary and 2024 Outlook February 1, 2024: The ease of access to information and media are both a blessing and a curse. To summarize and explain the surplus of market news available, Director of Investment Management, Mark Barry CFA, will be sharing a...
Client Notice: Tax Document Delivery and Reminders We wish all our readers a very Happy New Year. As we start 2024, we look forward to helping our clients in simplifying their upcoming tax season. Our reporting team will begin saving the investment account documents...
