SECURE 2.0 Act: Eight Top Questions Answered
The SECURE 2.0 Act was signed into law December 29, 2022, as part of a broader spending bill. This expanded version of the Setting Every…
It’s Not What You Have—It’s What You Do With It
Can money make you happy? For years, researchers have pondered this question, seeking the elusive sweet spot where people feel they have “enough.” What’s Happiness…
Keeping Up With Inflation: IRS Tax and Limit Changes for 2023
Less exciting than a rare Portland snowstorm, yet more rewarding than shoveling a walkway, IRS tax and limit adjustments arrive in their own kind of…
Investment Gambits and World Cup Games
What have 2018 and 2022 had in common for me? If you recall, 2018 ended on a sour note across many asset classes, and this…
Capital Gain Distributions in a Down Year
It’s that time of year when mutual funds are required to distribute to shareholders any profits realized from trading, net of any losses, in the…