Year-End Tax Considerations Now that we’re in the fourth quarter, it’s time to think about what you can do to help minimize your liabilities for the 2019 tax season and…

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Medicare Update Some hard-working, taxpaying Americans get angry when they hear Social Security called an entitlement program, perhaps because the word “entitlement” has come to have a connotation with welfare…

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The Economics of Immigration The Wharton School of Business at the University of Pennsylvania has conducted extensive studies on the effects of immigration on America’s economy. In light of heightened…

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What’s New in Indexing? Index mutual funds are investment vehicles comprising stocks from a wide variety of companies and track the performance of a specific index, such as the Dow…

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What’s New in Banking Nearly a quarter of the adult U.S. population is “underbanked.” This means they don’t regularly use a bank (or a bank’s mobile/online capabilities) to deposit checks…

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What’s Up With the Markets? Anyone who followed the often-used investment adage, “Sell in May and go away,” is likely pleased with their decision after the markets struggled in the…

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