by Glenn DiBenedetto | Jan 10, 2020 | Advisor Insights
The $1.4 trillion spending package enacted on December 20, 2019 included the Setting Every Community Up for Retirement Enhancement (SECURE) Act, which had overwhelmingly passed the House of Representatives in the spring of 2019, but then subsequently stalled in the... 
by Partner Content | Dec 13, 2019 | Advisor Insights
This week Federal Open Market Committee (FOMC) participants left the target federal funds range unchanged at 1.50 – 1.75 percent at its December meeting. A mix of strong labor conditions continued weakness in business investment activity and sluggish global growth did... 
by Julie Colucci | Dec 3, 2019 | Advisor Insights
It’s hard to believe 2020 is right around the corner. As we approach the end of 2019 (and the beginning of a new decade), it’s time to start thinking about your New Year’s resolution. What do you hope to achieve in 2020? Or over the next 10 years? Some people may... 
by Brian Pirri and Glenn DiBenedetto | Nov 20, 2019 | Advisor Insights
The benefits of donor-advised funds for long-term philanthropy As December approaches, it’s time to start thinking about decking the halls, piling gifts under the tree for family and friends, and giving back to your favorite charities. Americans gave over $427 billion... 
by Partner Content | Nov 15, 2019 | Advisor Insights
IRA contribution limits The maximum amount you can contribute to a traditional IRA or a Roth IRA in 2020 is $6,000 (or 100% of your earned income, if less), unchanged from 2019. The maximum catch-up contribution for those age 50 or older remains at $1,000. You can... 
by Brian Pirri and Glenn DiBenedetto | Nov 13, 2019 | Advisor Insights
As we approach the end of 2019, it is a good time to consider several strategies that may help with your tax situation. Optimum tax planning includes developing and actioning current, short-term, and long-term strategies to achieve the most effective results. The Tax...