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Month: July 2023

The Perils of Naming Your Estate as the Beneficiary of Your IRA

The individual retirement account (IRA) is a popular savings vehicle for retirement due to its tax advantages. Careful beneficiary planning can maximize these advantages, but one common mistake people make is naming their estate as the beneficiary of their IRA.

tomrobinson July 19, 2023August 16, 2023 Estate Planning, Tax Planning Read more

Economic News June 2023

U.S. Gross Domestic Product (GDP – the total value of goods and services produced in the U.S.) increased 2% in the first quarter of 2023 according to revised estimates from the Bureau of Economic Research at Gross Domestic Product (Third

tomrobinson July 2, 2023August 16, 2023 Market & Economic Updates Read more

June 2023 Market Update

The market performed surprisingly well year to date, despite a continuing rising interest rate environment, continuing global conflict and a widely anticipated recession.   Technology stocks have rebounded in the first half of 2023 resulting in very strong returns for the

tomrobinson July 1, 2023August 16, 2023 Market & Economic Updates Read more

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