HOT TOPIC: The Shape of Economic Recovery

This article looks at the potential shape of the COVID-19 economic recovery with some historical context and key factors that may affect the direction of the economy.

Mid-Year Is a Great Time to Fine-Tune Your Finances

The middle of the year is an ideal time to revisit financial resolutions and consider steps that may help develop a stronger financial position.

Four Questions on the Roth Five-Year Rule

This article provides an overview of two versions of the Roth five-year rule and how they apply to various situations.

Playing Defense: Three Stock Strategies to Help Control Risk

This article outlines three defensive strategies that may help during economic downturns: low-volatility, dividends, and defensive sectors.

The Beige Book: A Timely Economic Read

The Federal Reserve’s “Beige Book” provides a broad overview of the economy that is often essential for making economic policy decisions.

Quarterly Taxes: Deadlines Keep Coming for the Self-Employed

If you are self-employed, do you know how to calculate quarterly estimated tax payments in order to avoid underpayment penalties?