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Giving from Your IRA: How QCDs Can Help Lower Taxes and Raise Impact
The Tax Cuts and Jobs Act (TCJA), enacted in 2017, reshaped several aspects of individual tax planning, including charitable giving strategies. More recently, the One Big Beautiful Bill Act (OBBBA), enacted in July 2025, made several TCJA provisions permanent and introduced additional changes to deductions and credits, including new rules...
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How Long Will My Retirement Savings Last?
After years of saving and investing, the next challenge is determining how those assets will support your lifestyle in retirement. It’s a shift that often leads many retirees to the same question: will my savings last?
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Investor Brief: Bonds – Shaken, not Stirred
Unless you are living a blissfully unplugged life, you’ve likely seen recent headlines announcing a rise in bond yields and the national debt, which recently crossed 4.79% (see second chart below) for the 10-year Treasury and $40 trillion, respectively. While the bond market may seem boring compared to the stock...
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