Following July’s strong performance and entering a softer stretch of the calendar, many assumed equity markets would take a breather in August.
Initially propelled by an expectation smashing 4.8M June jobs gained report and sustained by the announcement of several promising phase III clinical trials for Covid-19 vaccines, equity markets continued their remarkably persistent rally in July.
New updates from the Internal Revenue Service regarding required minimum distributions, or RMDs.
By: Abby Bennett, CFP®
I get it…I was one of the 42 million people sharing in the $1.37+ trillion of federally-funded student loan debt.
By: Dave Perkins, J.D., CPA, CFP®
It used to be simple.
By: Dave Perkins J.D., CPA, CFP®
Tax rates have moved up and down over the years, but we have been following essentially the same system since the Reagan Tax Act of 1986.
By: Dustin Barr, CFA
Following the Philadelphia Eagles big Super Bowl win, it seems only appropriate to lead with a Jack Bogle quote (Vanguard is headquartered in the greater Philadelphia area).
By: Walker T. Shelton, CFP®
In our January 3, 2018 blog post, Tax Reform Update, we highlighted a handful of changes to both the Corporate and Individual tax code.
Make no mistake, the new tax law’s changes are broad and transformational.