by Joseph Pecoraro When is the deadline? The deadline for a contribution to a 2019 traditional or Roth IRA is the same as the tax-filing deadline—April 15.   If you wait until April 15 to make the contribution, you can also make a contribution for 2020 at the same time or wait until this time next year....Read More

by Jeff Deiss CFP, AEP, Wealth Advisor Absent any last-minute changes from Congress, below are a few year-end tax reminders.  This list is not exhaustive and a conversation with your tax advisor is always recommended. Harvest gains and losses before year-end, which is a classic year-end planning technique and one that we employ regularly at year-end...Read More

by Dr. Charles Lieberman Chief Investment Officer The sluggish behavior of capital investment is commonly highlighted as one of the key concerns when people worry about a weak economy.  But investment spending is an amalgam of several types of spending with only one component that is quite weak. Much of the weakness in capital investment over...Read More