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40 Financial Things to Know by Age 40: Part Three

Sep 30, 2016
Knowing these key financial things can help you manage your finances today and lay a solid financial groundwork for your next 40 years.   Taxes   The fastest way to get your refund.   According to…

Jet Blue is Giving Free Flights to People Who Owe Taxes

Apr 13, 2017
Travel & Leisure: Stacey Leasca, April 12, 2017. Haven’t paid your taxes to Uncle Sam yet? Luckily for you, Tax Day has been extended to April 18 this year, and things get even better if you actually…

Types of U.S. Treasury Securities

Mar 18, 2021
The U.S. Treasury issues several types of securities, each backed by the full faith and credit of the U.S. government and offering interest income that is exempt from state and local income taxes. Here…

2020 Year-End Tax Planning for Businesses

Dec 24, 2020
Year-end planning for 2020 takes place against the backdrop of a turbulent year for businesses. The following is a brief overview of many year-end tax saving strategies incorporating the implications of…

Your Tax Filing Status

Jan 14, 2021
On your federal income tax return, you are asked to choose a filing status. For some taxpayers, the choice is clear. But if your marital status changed recently or more than one filing status applies to…

What Is Evidence-based Investing and Why Should You Care?

Mar 11, 2021
As fiduciaries we are bound to act in the best interests of our clients. As part of that commitment we take an evidence-based approach to their investment portfolio with a special focus on understanding…

It’s time to take an Evidence-based Approach to Your Investments

Sep 09, 2021
An evidence-based approach to your investment portfolio has a special focus on understanding the investment best practices and body of knowledge defined by the last 50-plus years of academic and practitioner…