Update on Silicon Valley Bank & the Investing Landscape Details are still emerging from the collapse of Silicon Valley Bank (“SVB”). SVB is the…Dustin BarrMarch 14, 2023
The SECURE Act 2.0: Retirement Plans The “Consolidated Appropriations Act, 2023,” a $1.7 trillion omnibus spending bill that included the highly…Bret TaggFebruary 1, 2023
The SECURE Act 2.0: Individuals The “Consolidated Appropriations Act, 2023,” a $1.7 trillion omnibus spending bill that included the highly…Bret TaggFebruary 1, 2023
The Retirement Savings Bucket You May Be Missing Most of us know about the tax benefits offered by employer-sponsored retirement plans and individual…Bret TaggDecember 21, 2022
The Power of Simplicity Let’s make 2023 the year of organization! From remembering the endless list of websites and…Molly BohrerNovember 22, 2022
Fixed Income and the Terrible, Horrible, No Good, Very Bad Year Much ink has been spilled about how bad of a year 2022 is for investors. …Dustin BarrOctober 18, 2022
Tax-Efficient Charitable Giving Charitable giving is of great importance to many. Implementing tax planning strategies for the charitably…Bret TaggSeptember 22, 2022
Special Market Commentary: Bear Market 2022 The S&P 500 has officially closed in “bear market territory” (20% down from the most…Dustin BarrJune 14, 2022
Happenings on the Hill: 2021 Proposed Tax Reform The House Ways and Means Committee released an 18 page summary of the tax reform…Abby BennettSeptember 14, 2021
Remembering David Swensen Remembering David Swensen David Swensen, long-time Chief Investment Officer of the Yale Endowment, passed away…Dustin BarrMay 13, 2021
