Brexit: Many Opinions; Many Unknowns.
June 24, 2016 An Important Email from SWP's CEO: Dear SWP clients: I have just finished listening to multiple conference calls on the UK’s vote to exit the European Union (several financial analysts [...]
June 24, 2016 An Important Email from SWP's CEO: Dear SWP clients: I have just finished listening to multiple conference calls on the UK’s vote to exit the European Union (several financial analysts [...]
Given that 2016 has begun with a steep decline in stock markets and a sharp rise in investor concern, we decided to devote this blog to discussing the current environment and what you [...]
It's permanent at last! The PATH Act of 2015 permanently extends the IRS provision that allows individuals who are at least 70 1/2 to make tax-free distributions to qualified charities from their IRA. [...]