Although the U.S.’s commitment to battling climate change has wavered in recent years, the new administration’s infrastructure proposal, the American Jobs Plan, bears a distinct shade of green.

In a green recovery, it is projected that nine million jobs per year will be created or saved over the next three years, along with 1.1% added in global economic growth annually.

The American Rescue Plan Act of 2021 makes substantial, temporary improvements to the child tax credit for 2021, which may increase the amount you might receive.

We believe on average, that across sectors, industries, and regions, the world will continue to grow, innovate, and change.

This Q1 Market Review features world capital market performance and a timeline of events for the past quarter.

The following article was originally published on March 12, 2009 and republished today, April 14, 2021, on the date of Bernard Madoff’s death.

This graphic outlines some key takeaways from Biden’s budget proposal plan and highlights how funds could be allocated in the next fiscal year.

Powers of Attorney (POAs) are excellent and often overlooked estate planning documents.

View the results from our 2020 Client Satisfaction Survey.

We can’t control crises, but we can control our response to them. You want to be prepared to deal with the unexpected before it happens. Not when you’re stuck in the middle of it.

For individuals with an estate plan in place, the introduction of new legislation gives cause for concern that it may impact their estate plan.

Many of the official government statistics used to gauge the health of the U.S. economy are backward looking and somewhat delayed.

In response to client questions about 2020 tax documents, as a reminder, IRA owners who rolled back RMD distributions will receive two documents for 2020 tax filings.

The Fed outlined changes to its monetary policy framework that suggests it won’t raise its benchmark federal funds rate target until at least 2023.

Despite the financial challenges experienced by Americans as a result of the coronavirus pandemic, U.S. credit-card debt dropped to record levels in 2020.

Dimensional Fund Advisors is among the first in its industry to have its worldwide operations certified Climate Neutral by leading climate solutions provider South Pole.

Although the female participation rate had begun to improve prior to the pandemic, the early stages of COVID-19 saw participation rates decline for women more than men.

The relief applies automatically to all taxpayers and no additional forms need to be filed to qualify for the relief.

When a Medicaid recipient passes away, the Medicaid Estate Recovery program is allowed to pursue assets from the estate. However, there are many options to protect assets from Medicaid recovery.

Major relief provisions are summarized here, including some tax provisions.