Blog
Proposed Tax Law Changes, what to watch
As we’ve seen over the course of history, there is always something to worry about. Currently, there is worry and fear with lingering COVID concerns, talks of additional government spending, the potential for a stock market...
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Market at new highs. Is volatility lurking around the corner?
The stock market continues to make new highs and valuations are stretching above their historic norms. This fact is astonishing as we are still emerging from a global pandemic and the recession and lockdowns are fresh on...
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What can a 529 be used for?
Here are 6 ways to put a 529 plan to use: College 529 Savings Plans known as “529’s” are savings plans designed to encourage saving for future education costs, like college tuition. 529 plans, legally known as...
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Roth Conversions: What You Need to Know
When opening a retirement savings account, you’re typically presented with the option of choosing between a traditional or Roth IRA. While you may have stuck with a traditional IRA for the initial tax savings, it’s possible...
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What Could Election Results Mean For Your Future Estate Taxes?
November is finally here - which means the relentless political ads, phone calls and social media posts are (thank goodness) coming to an end. As we spend the next few weeks discussing and determining the future of our country for the...
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How Elections Move Markets in 5 Charts
Do presidential elections impact the stock market and portfolio returns? Should elections matter to long-term investors? This analysis by Capital Group provides a great summary of what to expect. The analysis consists of more than 85...
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Using a Donor Advised Fund for Making Charitable Contributions
Donor-advised funds (DAF) are one of the most underutilized tax and charitable giving strategies. These charitable funds give individuals a chance to support their favorite charitable causes while reducing taxes and giving away...
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Portfolio Check-Up Considerations for 2020
Portfolio check-up considerations for 2020The fastest stock market decline in history, city wide lock-downs, social distancing, record U.S. unemployment, massive economic stimulus, widespread civil protests — the year is only...
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February Market Insight
Global stocks fell sharply this week following confirmation that the coronavirus (COVID-19) has spread beyond China to Europe and South Korea, raising questions about the potential impact on global economic growth and business supply...
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6 Things You Should Know About the New SECURE Act
6 Things You Should Know About the New SECURE ActYou may have heard about the Setting Every Community Up for Retirement Enhancement (SECURE) Act that was passed at the end of 2019, as it is the most significant retirement-related...
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Traditional 401(k) versus Roth 401(k): Which is Better for Me?
Whether you’re a new college graduate or an established professional, it’s never too early to start saving for your retirement. In fact, according to the University of Southern California, the United Nations predicts the...
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Is a recession on the horizon?
Is a recession on the horizon?What a difference a month makes. Fresh off the heels of summer vacation many are being welcomed back to a drastically different investment environment. Since the end of July, the Federal Reserve has cut...
Read MoreNew Addition to the Criterion Team
New Addition to the Criterion Team We are delighted to announce the addition of Alison Uchrin to the Criterion team as our Client Engagement Director. With the growth of our business, we decided to create this position which will...
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The Good, the Bad, and the Ugly
The Good, the Bad, and the Ugly The title of the Clint Eastwood movie, “The Good, the Bad and the Ugly” pretty well sums up what is happening right now in the markets. Since the end of September, the US stock market has...
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Longest Bull Market? Importance of staying the course
Longest Bull Market? The importance of staying the course The current bull market rally in the stock market recently became the longest in history. This fact and the market’s nearing all-time highs could begin to create angst...
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What are Health Savings Accounts and How Should They Be Used?
A Health Savings Account (HSA) gives people an efficient way for covered individuals to pay out-of-pocket health insurance expenses. The key benefit of an HSA is that it provides triple tax savings. The money you put into an HSA is tax...
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