2022 will be remembered as a year when inflation dominated the economic landscape for the first time in decades. Strong consumer demand stressed fragile supply-chains, and the Russian invasion of Ukraine severely impacted the global food and energy markets. Reactions from central banks, particularly in the U.S., have been historically swift, and as we move into 2023, inflation is slowly decreasing. The probability of a global recession in 2023 remains elevated as central banks manage the delicate balance of appropriate monetary policy. In the following pages, we evaluate the current economic environment and its implications for businesses and investors.

Most teenagers probably aren't thinking about saving for retirement, buying a home, or even paying for college when they start their first jobs. Yet a first job can present an ideal opportunity to explain how a Roth IRA can become a valuable savings tool in the pursuit of future goals.

Donor-Advised Funds (DAF) Combine Charitable Impact with Tax Benefits. Learn more about DAFs and how they impact your financial planning.

As the 2022 comes to an end, here are eight things to consider as you weigh potential tax moves before the end of the year.

Entering the fourth quarter of 2022, there are several historical trends we can use to provide perspective on current events. Our third quarter perspectives look at contributors to headline inflation, yield-to-worst across fixed income sectors, international markets vs. U.S., and S&P 500 index average returns following midterm elections.

The Inflation Reduction Act, signed into law on August 16, 2022, includes health-care and energy-related provisions, a new corporate alternative minimum tax, and an excise tax on certain corporate stock buybacks. Additional funding is also provided to the IRS. Some significant provisions in the Act are discussed below.