Market Jitters

In mid-to-late January, investors experienced one of those common but utterly nerve-wracking pullbacks in the stock market. An accumulation of factors — inflationary pressure, potential adjustments to monetary policy, geopolitical…

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Millennials Step Up

In 2019, the millennial generation (born from 1981 to 1996) surpassed the number of baby boomers (born between 1946 and 1964) in the United States. Today, one in four people…

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Market and Economic Outlook

The last month of 2021 was filled with lots of new information — the new omicron variant of the coronavirus first hit U.S. shores, along with cautions that its level…

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The Taxing Landscape of the IRS

t seems that millions of taxpayers still have not received their tax refunds from 2020 and even 2019.1 A major reason is due to the defunding of the IRS. Between 2010…

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Implications of Omicron

The U.S. is in the emergent stages of the omicron variant of the coronavirus. However, we now have some experience in what this could mean moving forward, both for the…

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