Posts by accountmanagers
Financial Perspective: Marry, Cohabitate or Stay Single?
People have many different reasons for getting married or not getting married. But for some committed couples, it can come down to a few basic points. One of those is finances. If they hold very different opinions or have contradictory habits when it comes to spending money, finances can become a deal breaker — much…
Read MoreMillennials Step Up
In 2019, the millennial generation (born from 1981 to 1996) surpassed the number of baby boomers (born between 1946 and 1964) in the United States. Today, one in four people is a millennial.1 Many millennials came of age at the turn of the millennium, which means they were aware of the fallout from the 9/11…
Read MoreThe Taxing Landscape of the IRS
It seems that millions of taxpayers still have not received their tax refunds from 2020 and even 2019.1 A major reason is due to the defunding of the IRS. Between 2010 and 2019, the department’s funding was cut by 20% in inflation-adjusted dollars, which has led to a 22% reduction of staff.2 Not only has this…
Read MoreMarket and Economic Outlook
The last month of 2021 was filled with lots of new information — the new omicron variant of the coronavirus first hit U.S. shores, along with cautions that its level of vaccine resistance is best mitigated by a booster shot.1 That’s good news for the fully vaccinated. The unvaccinated, unfortunately, are months away from that level…
Read MoreImplications of Omicron
The U.S. is in the emergent stages of the omicron variant of the coronavirus. However, we now have some experience in what this could mean moving forward, both for the health and economic impact of the U.S. and our global neighbors. To continue fighting COVID-19 without shutting down schools and businesses, the Biden Administration recently…
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