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money and an electric vehicle charging

Read the Fine Print on the EV Tax Credit

BriefsBy Juliana DoanApril 13, 2023

New federal $7,500 tax credit for electric-vehicle purchases has a lot of fine print that limits who and what qualifies for the deduction.

view of ocean overlaid by digital icons representing earth and green energy

Climate Tech Attracts Billions but Lacks Verification Standards

BriefsBy Juliana DoanApril 11, 2023

Venture capitalists and the federal government are investing billions into carbon-reduction technologies, but the industry lacks monitoring and verification standards to check claims.

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Are You Looking for Wealth Management or Investment Management?

BriefsBy Juliana DoanApril 6, 2023

Managing investments is typically how your advisor is paid, but it is just one aspect of comprehensive wealth management.

father teaching his son about saving money

National Financial Literacy Month: Get Smart With Money

BriefsBy Juliana DoanApril 4, 2023

Understanding your finances, and who is acting in your best interest, can improve your financial wellness.

collage-like bar and trend chart

Tips for Prospering in This Tricky Era of Uncertainty

BriefsBy Juliana DoanMarch 30, 2023

Turbulent markets will eventually calm, but will you be ready for what’s next? Check out this wealth-management advice.

seated couple facing a wall and seemingly line drawing features of a home with fingers

For Some, the American Dream Drifts Farther Away

BriefsBy Juliana DoanMarch 28, 2023

With each Fed interest rate hike, dreams of homeownership for middle-income Americans grow a little further out of reach.

small business owner

How the SECURE 2.0 Act Helps Small Businesses

BriefsBy Juliana DoanMarch 21, 2023

Legislation sweetens the pot for business owners wary of offering retirement benefits.

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Commercial Lending Gets Creative as Interest Rates Rise

BriefsBy Juliana DoanMarch 14, 2023

Assumable commercial loans become very attractive as interest rates march higher and higher.

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Kremlin vs. Kyiv: Impact on the Global Economy Weakens

BriefsBy Juliana DoanMarch 7, 2023

After a year, the Russo-Ukrainian war is still a potent tragedy yet exerting less influence on the global economy.

Army of auditors

Is an Army of Auditors Coming for You?

BriefsBy Juliana DoanFebruary 23, 2023

R-E-L-A-X – New IRS funding means more employees to process returns, answer phone calls and scrutinize high-end individuals and corporations that evade taxes.

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