This article was originally published in October of 2018, following a particularly bad day in the stock market. We now update it on a regular basis to stay up to date, but you can find the historical information below.

I was scrolling through Twitter on a Saturday in January, as I’m wont to do, and nestled between tweets about college basketball and NHL hockey was a tweet from one of my favorite FinTwit (Finance Twitter) follows, Brian Portnoy:

A common theme we see among clients is the desire to give gifts to their family members. The scale of gifting can range from a birthday gift for their son to payment of college tuition for their daughter. While the gift itself may be top of mind, the gifting strategy and rules governing gifting may...

The ringing in of a new year allows us to reflect on the previous year and plan for the next. Here are a few financial to-dos to get you on track for 2023. 

Embedded within the year-end omnibus appropriations bill, the Setting Every Community Up for Retirement 2.0, or SECURE 2.0, was signed into law by President Biden avoiding a government shut down and providing big changes to how millions will plan for retirement moving forward. The bill itself is a...