While some stock fund managers have faced challenges in maintaining value over the last decade, others have consistently outperformed their benchmarks or peer groups. Senior Associate Wealth Manager Daniel Shomper, CFP® offered his thoughts on the managers at Dodge & Cox in a recent article by U.S. News & World Report. “Using a committee structure [...]
Paying your tax bill on time is an essential step in closing out each tax season. The IRS offers several payment methods to keep the process as simple and as easy as possible. Senior Associate Wealth Manager Daniel Shomper, CFP® provided insight on some payment methods, including IRS Direct Pay – one of the easiest [...]
According to the Federal Reserve’s preferred inflation gauge, inflation may be on the rise again. With a 0.02 percent increase in November from the previous month and a 2.3 percent jump from November 2023, some investors are considering Treasury inflation-protected securities (TIPS), designed to help protect future purchasing power. Associate Wealth Manager Daniel Shomper, CFP® [...]
By: Dan Shomper Today is one of those unofficial holidays where financial folks get a chuckle over the date matching up with a financial topic. On the list of date puns it falls after Pi day (3/14) and Star Wars day (May the 4th [be with you]), but before 401(k) day, which is [...]
By: Dan Shomper The SECURE (Setting Every Community Up for Retirement Enhancement) Act 2.0 was signed into law on December 29th 2022, almost exactly 3 years after the original SECURE Act was passed. While the SECURE acronym could have used some more work (my opinion), legislators did work hard to stuff this Act [...]
