The somewhat earlier-than-expected direct payments alongside a continued strong pace of vaccinations point to the U.S. economy growing above the 5% we had previously anticipated in the first quarter.

Expectations about a firm’s prospects are reflected in its current stock price. Positive news might lead to additional price appreciation, but those unexpected changes are not predictable.

In March 2021, the Consumer Price Index for All Urban Consumers rose 0.6%, the largest one-month increase since August 2012.

No matter what kind of estate plan you use, your plan can be undone by some common mistakes when making beneficiary designations.

Underlying causes include business pressures, investor expectations, and research habits.

Understand how the new stimulus package may impact your charitable contributions in the 2021 tax year.

An Energy Efficient Mortgage (EEM) can be used both to purchase or to refinance a home that is already certified as energy-efficient, as well as to finance the upgrades required to make a home energy efficient.

Watch a recording of our webinar: What a Difference a Year Makes: Markets in Review

Although the U.S.’s commitment to battling climate change has wavered in recent years, the new administration’s infrastructure proposal, the American Jobs Plan, bears a distinct shade of green.

The American Rescue Plan Act of 2021 makes substantial, temporary improvements to the child tax credit for 2021, which may increase the amount you might receive.

We believe on average, that across sectors, industries, and regions, the world will continue to grow, innovate, and change.

This Q1 Market Review features world capital market performance and a timeline of events for the past quarter.

The following article was originally published on March 12, 2009 and republished today, April 14, 2021, on the date of Bernard Madoff’s death.

Powers of Attorney (POAs) are excellent and often overlooked estate planning documents.

View the results from our 2020 Client Satisfaction Survey.

We can’t control crises, but we can control our response to them. You want to be prepared to deal with the unexpected before it happens. Not when you’re stuck in the middle of it.

For individuals with an estate plan in place, the introduction of new legislation gives cause for concern that it may impact their estate plan.

Many of the official government statistics used to gauge the health of the U.S. economy are backward looking and somewhat delayed.

In response to client questions about 2020 tax documents, as a reminder, IRA owners who rolled back RMD distributions will receive two documents for 2020 tax filings.

The Fed outlined changes to its monetary policy framework that suggests it won’t raise its benchmark federal funds rate target until at least 2023.