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Tax Efficiency and Investment Gains: Unraveling the Stocks vs. Bonds Debate Key takeaways: Equity Risk Premium: The equity risk premium, ranging from 3.5% to 5.5%,

Bankrate.com recently shared the results of a survey they conducted and the results drew our attention. When asked, “What annual income would you need to

On August 1st, the credit rating agency Fitch downgraded the sovereign debt of the United States from AAA to AA+. Fitch is one of three

It is remarkable how consistent total returns have been for the U.S. stock market over the long term. For the last 5, 10, and 15

Super Bowl XVIII was played 39 years ago in Tampa Bay and featured the Los Angeles Raiders taking on the Washington Redskins. Raiders fans will

On December 23, 2022, Congress passed new legislation that will impact saving for retirement. The legislation known as Secure Act 2.0 follows up on the

After falling 19.4% in 2022, the S&P 500 Index rallied 6.2% in January 2023. Since 1945, there have been five other years where the S&P

The University of Michigan’s consumer confidence index has been around for over forty years. As you might guess from its name, it measures how US

Many of our clients have recently received annual notices of property tax assessments on their homes, and those assessments are higher across the board. In