Latest
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Election Could Reshape Opportunity Zones and 1031 Exchanges
Trump and Harris have divergent approaches to qualified opportunity zones and 1031 exchanges. See how each could fare under their administrations.
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Election 2024: Politics and Your Portfolio
Who wins the White House matters — but only at the margins when it comes to your investment portfolio.
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What Would Kamala Harris's Tax Plans Mean For You?
The Tax Letter Under Harris's tax proposals, upper-income individuals would pay more taxes, while the middle class and lower-income people would pay less.
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The Key Presidential Campaign Issues of 2024
The Letter Donald Trump and Kamala Harris stake out their positions on trade, immigration, and taxes.
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Could Political Arguments Ruin Your Estate Plan?
If you're arguing with loved ones over politics, consider taking a step back before cutting them out of your estate plan. The consequences could be serious.
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Federal Reserve September Meeting: Updates and Commentary
The September meeting of the Federal Reserve is bringing the first rate cut after a series of hikes and pauses.
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Changes to Estate Tax Are Coming... Six Options Congress Could Take
The Tax Letter An important estate tax change is looming. Here are six ways that Congress might address estate taxes in 2025.
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What Investors Should Keep in Mind This Election Season
Don’t let the political fearmongering derail you from your financial plan.
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How Will the 2024 Election Affect Your Retirement?
Investors should expect volatility but also try not to overreact to news. To prepare, focus now on tax minimization, protecting your portfolio and more.
