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What Happened to My Tax Refund?

The 2017 Tax Cuts and Jobs Act (“TCJA”) changed tax withholdings for W-2 wage earners. Because the new law nearly doubled the standard deduction, employees had less withheld from their paychecks. The required withholding on bonus payments, vested...

Market Recovery … and Recession?

The first quarter of 2019 has ended and investors are breathing easier. After a bruising fourth quarter 2018 in which investors experienced double digit losses in the stock portions of their portfolios (the Dow Jones Industrial Average was down 11.3%, the S&P 500...