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In early April, with the onset of a major shift in U.S. trade policy, global financial market volatility increased materially. The U.S. Treasury and currency markets saw unusual trading activity, which spilled into the stock market. In the ensuing days, a stream of reports and articles began questioning the credibility of the U.S. dollar (USD) […]
In early April, with the onset of a major shift in U.S. trade policy, global financial market volatility increased materially. The U.S. Treasury and currency markets saw unusual trading activity, which spilled into the stock market. In the ensuing days, a stream of reports and articles began questioning the credibility of the U.S. dollar (USD) […]
Congratulations, you did it! Graduation is a major milestone, and with your diploma in hand a new chapter begins. What’s next? Whether you’re starting a job or exploring your next steps, one thing is certain: this is the perfect moment to take control of your financial future. The habits you form now will shape your […]
Lloyd K. Wong, CFA
Every year income taxpayers need to decide between taking the standard deduction or itemizing. For those that itemize deductions, a strategy to combine two years’ worth of charitable giving into one year has been a financial planning consideration for years. The Tax Cuts and Jobs Act (TCJA) of 2017 made this strategy even more relevant. […]
Maxwell R. Pray, CFA
As we move into the sixth month of masks, sheltering-in-place and all the awful effects of the coronavirus pandemic, the U.S. government has pledged approximately $3 trillion to battle the virus and stabilize the economy. How can our nation afford this mounting bill on top of an already high level of government debt? Tax increases […]
Maxwell R. Pray, CFANext Up
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