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Thursday, February 8, 2024

We can't remember the last time there was such a wide divergence in the outlook for short-term interest rates. But, some confusion is to be expected when the Federal Reserve primes the markets for lower rates but provides few details....

Friday, January 12, 2024

Tax season is approaching and being prepared is the best way to make this tax season your easiest yet. Our comprehensive 2023-24 Tax Season Guide contains all the information you may need to easily address tax issues and...

Friday, December 8, 2023

The Internal Revenue Service recently released updated income tax brackets, standard deduction, and retirement contribution limits for the 2024 tax year. While these taxes are not due for some time, it may benefit you to start...

Tuesday, November 7, 2023

As of October 4, 2023, the Massachusetts estate tax filing exemption retroactively increased from $1 million to $2 million for decedents dying on or after January 1, 2023.1  This is the first increase in the Massachusetts estate...

Monday, October 30, 2023

The S&P 500 is a general stock market index that measures the performance of 500 companies in the U.S. stock exchange.  The S&P 500 index is calculated using two different methods: the Market...

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Wednesday, September 13, 2023

Have you ever heard the expression, “It’s a headline risk for the markets?” Headline risk is the chance that an unsettling news event–anticipated or a surprise–can add volatility to the financial markets....

Thursday, August 3, 2023

The Federal Reserve has a dual mandate—manage inflation and maximize employment. But sometimes, those economic goals conflict with each other. As you can see in the accompanying chart, labor shortages in 2022 pressured businesses...

Friday, July 7, 2023

On June 30th the Supreme Court ruled against President Joe Biden's plan to wipe out student loan debt for tens of millions of Americans. The decision means that federal loan borrowers who were eligible for relief will need to...

Friday, June 9, 2023

Now that the debt ceiling negotiations are behind us and President Biden has signed the measure, what will Wall Street's wandering eye focus on next?Inflation? Interest rates? Recession? Artificial intelligence?More than likely,...

Friday, May 5, 2023

Spring is often thought of as an uplifting time, marked by growth and renewed hope as we emerge from the long months of winter and look ahead to the rest of year. Investors saw signs of such renewed hope in recent weeks, especially on...

Monday, April 10, 2023

The financial markets’ resilient performance during March was striking, despite pockets of uncertainty surrounding the strength of the economy — including concerns over the durability of the banking system. The ability of...

Friday, March 3, 2023

Given the volatility of the markets over the past fourteen months, we offer the following perspective from Jeffrey Buchbinder, CFA, Chief Equity Strategist of LPL Financial's research team:_____Financial markets have experienced quite...

Monday, February 13, 2023

The stock market can provide some head-scratching moments, which is why I like Warren Buffet’s quote, “...don’t watch the market closely.”Stocks have been strong this year, and they rallied...

Friday, January 6, 2023

Happy New Year!Congress spent the final days of 2022 on new reforms designed to help Americans save more for retirement.You may hear the changes called SECURE Act 2.0, which is a follow-up to the Setting Every Community Up for...

Thursday, December 8, 2022

Over the years, the Fed has followed a similar pattern with interest rates. It raises interest rates, then pauses, so it can see how the economy is adjusting to the higher rates. The chart below shows the Fed’s pattern with...

Thursday, November 10, 2022

The Internal Revenue Service has released new limits for the coming year. After months of high inflation and financial uncertainty, some of these cost-of-living-based adjustments have reached near-record levels.Individual Retirement...

Friday, October 7, 2022

Traditionally, we are a little cautious when people say, “it’s different this time.” After all, the past few years have seen more financial “firsts” than most.But despite that skepticism, this year saw...

Tuesday, September 6, 2022

Have you heard? The Inflation Reduction Act was signed into law on Tuesday, August 16. While the $430 billion package includes many provisions, we thought we'd highlight three key areas where you may benefit the most.Tax...

Monday, August 8, 2022

It’s natural to think “defense” during a bearish market season. But why not mix in some “offense” with your defense? Here are four moves we can discuss together that may be helpful during the current...

Wednesday, July 13, 2022

Markets rarely give us clear skies, and there are always threats to watch for on the horizon, but the right preparation, context, and support can help us navigate anything that may lie ahead. So far, this year hasn’t seen a...

Friday, July 8, 2022

It’s natural to think “defense” during a bearish market season. But why not mix in some “offense” with your defense? Here are four moves we can discuss together that may be helpful during the current...

Thursday, June 9, 2022

As you might have heard, people are talking about a big bump in Social Security benefits next year.The Senior Citizens League says payments could rise by as much as 8.6 percent in 2023, compared to an increase of 5.9 percent in 2022....

Tuesday, May 17, 2022

Thursday, May 12, 2022