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The Biden Administration has proposed increasing the top rate on long-term capital gains from 23.8% to 43.4%. Here’s an interesting fact: the top capital gains tax

We know that many clients and friends in our communities are charitably inclined. We have frequently written and spoken about the benefits of using a Donor

Inflation has shot to the top of investors’ list of concerns after an April Consumer Price Index (CPI) report was much higher-than-expected. We aren’t particularly

While writing our quarterly review this time last year, the stock market was beginning a recovery following a ferocious decline from the month before.  Going

For many families, helping to fund college expenses is a major financial goal. According to reports from The College Board, tuition expense is continuing to rise

In 2020 we saw a new resurgence in an old investment vehicle called a SPAC. SPAC stands for Special Purpose Acquisition Company which is essentially a

Consumer spending is the life blood of the U.S. economy and policymakers devoted much of 2020 to bolstering future demand.  A lot of the money injected

It seems not a day goes by without various news outlets talking about Bitcoin and digital currencies. It’s reminiscent of the strong run up and

In 1985 we were introduced to Doc Brown, Marty McFly and their retrofitted DeLorean time machine in the movie Back to the Future. Two sequels