Most women seek financial advisor referrals from other women.

The Tax Cuts and Jobs Act (TCJA) of 2017 made significant changes to the Internal Revenue Code. Some of the most notable TCJA changes include the increased lifetime estate and gift tax exemption which almost doubled the previous levels, a reduction to individual and business income tax rates, and significant increases to the standard deduction….

Continued Progress Since our last update in July, stock and bond prices have been buoyed by rising corporate profits, moderating inflation, and falling interest rates. Moreover, market performance broadened in the latest quarter, with many sectors and industries participating. This more egalitarian condition was a welcome contrast to the dominance by a few elite stocks…

Self-employed Americans have a path forward to a solid retirement by investing in a solo 401(k) plan.

Equity traders often ponder when is the best time to buy stocks, and those who look at short-term price movements each have a different strategy that works for them.