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Below are the resources for and the results of our recent Proxy Vote on behalf of our clients: Proxy Materials: Proxy Materials   rF Voting Results: 1. Corporate Action: 1. To auth… Read More
Below are the resources for and the results of our recent Proxy Vote on behalf of our clients: Proxy Materials: Proxy Statement.   rF Voting Results: 1. Vote Board of Directors: Electio… Read More
Below are the resources for and the results of our recent Proxy Vote on behalf of our clients: Proxy Materials: Proxy Statement. (TBD) Annual Report. (TBD) ESG Report. (TBD) Form 10-K. (TBD)… Read More
Below are the resources for and the results of our recent Proxy Vote on behalf of our clients: Proxy Materials:   Combined Proxy Statement and Annual Report.(TBD) rF Voting Results: Vot… Read More
BLOG > NEWS  Several U.S. states have become attractive destinations for retirees, due to the fact that they don’t charge state income taxes.  Florida, Nevada, South Dakot… Read More
It isn’t being widely reported, but aggregate U.S. corporate profits reached record levels in the 4th quarter of last year, increasing 4.1% after going up 3.4% the previous quarter. Th… Read More
Every year around this time, the current presidential administration releases a set of tax-related proposals, essentially a wish list for taxlegislation for the coming year. These so-called… Read More
One of the arguments for a more abundant future is the decreasing cost of energy. There are limits to how low the price of gasoline can go (there is, after all some cost to drilling, extract… Read More
There are periods of market complacency where most investors see nothing but upside from here to eternity, and then there are periods like this, which might be described as extreme complacen… Read More
Opportunities in a downturn Opportunities in a downturn We obviously can’t predict a market downturn in advance, but we can certainly prepare for one. With the markets in a bit of a do… Read More
By now you know that market timers and traders were spooked once again, causing a downward ripple across the U.S. investment markets. It’s not easy to tell what startled them this time… Read More
As the final days of the federal student loan moratorium loom the federal government and the U.S. Department of Education have began to issue guidance on how the process for student loan for… Read More
There are numerous features of the Inflation Reduction Act, but only a few that would be considered actionable for clients. Other aspects of the bill that are generally beneficial but not ac… Read More
Many times, consumers and the person-on-the-street recognizes that the U.S. economy has entered a recession long before the economists get around to declaring it. That appears to be the case… Read More
For much of last year, the economists at the U.S. Federal Reserve Board confidently told the public that the rampant inflation we were experiencing in the U.S. was ‘transitory.’… Read More
The inflation rate, which was so moderate for so long, is now back in the news—and the news isn’t good. The U.S. Consumer Price Index—the cost of a basket of items that are… Read More
Are we in a recession today? That’s one of the key questions that investors and economists are asking, and there is no easy answer. A recession is a period of time when the economy sto… Read More
Traditional Individual Retirement Accounts (IRA), which were created in 1974, are owned by roughly 36.1 million U.S. households. And Roth IRAs, created as part of the Taxpayer Relief Act in… Read More
By now, you know that the U.S. Federal Reserve Board raised the so- called Fed Funds rate by three quarters of a percent—the largest increase since 1994. You may also have heard that t… Read More
Remember when a carton of a dozen fresh eggs cost 45 cents, a pound of sliced bacon was selling for 43 cents and ten pounds of potatoes cost 86 cents? Chances are, you don’t, because t… Read More
It wasn’t so long ago that the economists at the U.S. Federal Reserve Board were reassuring all of us that the spike in inflation was “transitory”—which most of us in… Read More
I get many questions about when STABLE accounts might be the most appropriate savings/investment vehicle for the individual with a disability. This article addresses one of those questions:… Read More
An Uncertain Market Stocks experienced wild swings last week, in part, due to ongoing uncertainty over economic health and the path of inflation. Investors seemed conflicted when interpretin… Read More
There is probably no economic equation simpler than the formula for projecting a country’s economic growth: you multiply the annual increase in worker productivity by the increase in w… Read More

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