Steven Lugar

Pursuing a Better Investment Experience

This brochure features 10 principles that can help investors effectively target long-term wealth in the capital markets. Themes include the power of markets, growth of

Ron Skalberg

Inflation Reduction Act: A Quick Summary

The passing of the Inflation Reduction Act was one of the many financial headlines coming out of last month that we felt required a little

Carla Medrano

IRS Relieves Penalties for 2019 and 2020

A broad range of tax and information returns for 2019 and 2020 tax years will receive automatic relief from failure-to-file penalties, under Notice 2022-36 released by the

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