The Advisor Blog

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Many 2017 Tax Act Changes Scheduled to Expire After 2025

The Tax Cuts and Jobs Act was signed into law in December 2017.

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Are You Missing the Bull’s-Eye with a Target-Date Fund?

Two out of three 401(k) participants have assets in a target-date fund — an “all-in-one” fund intended in theory to be the holder’s only investment (see data below).

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Tariffs: How They Work and Potential Economic Effects

On February 1, 2025, President Trump authorized an additional 25% tariff on all goods entering the United States from Canada and Mexico (except for a lower 10% tariff on energy resources from Canada) and an additional 10% tariff on all goods from China.

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Return of Premium Term Life Insurance: Is It Right for You?

You have decided you need life insurance coverage and are considering buying a term policy.

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Federal Income Tax Returns Due for Most Individuals

The federal income tax filing deadline for individuals is generally Tuesday, April 15, 2025.

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