The Looming Revert The tax provisions in the Tax Cuts & Jobs Act of 2017 are due to revert back, after December 31, 2025, to what they...

One year ago, steadily climbing interest rates led 85% of economists in one poll to predict a recession in 2023.  In March, Fed Chairman...

In our September 29 letter, we noted that historically the S&P 500 Index has been quite strong in the 4th quarter in years when it was...

Highlights of this Special Edition Newsletter: LVM's Year-End Financial Planning Checklist Giving to Charity through CRT or CLTs TD...

The stock market pulled back in August and September with most of the weakness in the latter month following Fed Chairman Powell’s...