While we expect the US economy to continue growing, the theme of downshifting has clearly emerged. In this video, Kestra's Kara Murphy discusses a few factors that will potentially influence the slowdown of the economy.  Click below to hear what she has to say.

If you're required to take annual RMDs, Qualified Charitable Distributions (QCDs) might be a good fit for your portfolio. Click the video below to listen to Managing Partner, Sherwood Greer's explanation of QCDs.

As the year is quickly coming to an end, you may want to consider these 11 tax tips before December 31st.

Rebalance Your Portfolio/Harvest Losses

If this year’s record-setting gains in the stock market have thrown your investment portfolio out of alignment, now is a good time to review your asse...

Unless you‘ve been living under a rock, you are very aware that prices for many products and services have gone up this year. Some have gone up dramatically! In fact, inflation as measured by CPI is at its highest level in around 30 years. The Fed wants us to believe that inflation pressures are “...

There are a lot of questions about President Biden’s Build Back Better plan and potential tax law changes, including an adjustment to capital gains taxes.

One of the proposals Congress is considering sets the top rate for taxing capital gains at 25%, up from 20% under current law. Another woul...