In September, the IRS issued final regulations related to mandatory Roth catch-ups. Beginning in 2026, those with FICA wages exceeding $145,000 will be required to make catch-up contributions on a Roth, rather than a pre-tax, basis. We've created a client alert to help explain what this may mean for high earners participating in 401(k), 403(b), and 457(b) plans.

The third quarter of 2025 may best be characterized by continued strength in the equity market, moderating but resilient economic activity, and a shift in the Federal Reserve policy toward interest rate cuts.

It's impossible to predict how long the current shutdown might last, but it may be helpful to know more about why it happened and what you can expect if it continues.

Payroll taxes from today's workers, along with income taxes on Social Security benefits, go into interest-bearing trust funds. During times when payroll taxes and other income exceeded benefit payments, these funds built up reserve assets. But now the reserves are being depleted as they are used to supplement payroll taxes and other income to meet scheduled benefit payments.

One Big Beautiful Bill Act (OBBBA) on July 4, 2025. The legislation includes multiple tax provisions that will guide individuals, business owners, and investors in planning their finances for many years to come.

Throughout the second quarter of 2025, global trade tensions caused by reciprocal tariffs and increasing unrest in the Middle East impacted the markets on a daily basis.

At the age of 94, Warren Buffett recently announced his retirement as CEO of Berkshire Hathaway, the massive holding company he has controlled since 1965.

May proved to be one of the best months for stocks in quite some time.

This graphic compares S&P 500 sector returns in 2024, along with each sector's weight in the index.

According to data from the International Monetary Fund, the U.S. received almost one-third of all global foreign investment from 2021-2023.

Wall Street got off to a slow start to 2Q of 2024. Stocks lagged for much of April, rebounded in May, and were choppy in June.

Stocks rebounded from a sour April, closing higher in May.

Did you know you can buy our sell a business without needing to secure financing, and without paying brokerage commissions or six figures...

The transfer of a business doesn’t have to be complicated for closely held businesses. Nor does it have to be so expensive.