On April 2, President Trump announced new tariffs on nearly all major trading partners. These tariffs are “reciprocal” in that they correspond to tariffs each country imposes on U.S. goods and are on top of previously announced duties.
Are you aware of the Internal Revenue Service’s Dirty Dozen list? Compiled annually, it warns of the top 12 tax scams that may be encountered anytime, but peak leading up to and during tax season.
Tune into the Perfect RIA podcast with Matthew Jarvis to hear an interview with Modera’s Jenny Martella. In this warm and engaging conversation, Jenny details her long and storied career in wealth management.
If you or a loved one has disabilities or special needs, you know that the costs related to care can be substantial. The good news is you may be able to reduce these costs by maximizing the tax strategies available to you.
If you have a minor child or dependent loved one with special needs, chronic illness, or any disability, special needs financial planning concerns are likely top of mind.
“All that glisters is not gold.” William Shakespeare, The Merchant of Venice Sometimes, even gold doesn’t “glister” as much as we think. Gold prices have reached all-time highs lately amid worries of economic uncertainty. But is adding it to a portfolio a solid approach, or a fool’s errand?
Clearly 2025 has not started out the way most investors would have wanted. The stock market has stumbled with the S&P 500 declining year-to-date. While tariffs have garnered the most attention, investors are also concerned about mixed economic signals including weak consumer confidence, hotter inflation, government worker layoffs, and more.
It looks like some tariffs will be imposed this week. Imposing a tariff is like using a chainsaw instead of a paring knife to cut an avocado; crude, messy, and generally ineffective.
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