The stock market has moved higher thus far in 2024 with investors anticipating the Fed cutting interest rates, no recession and a return...

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...