Newsletters

• Closed-End Funds May Offer Higher Income

  Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

• HOT TOPIC: The Fed Lowers Rates in an Economic Balancing Act

  This article looks at the Fed’s dilemma in setting monetary policy to address slowing employment with rising inflation, and the potential effects of lower rates on businesses and consumers.

• Key Tax Law Changes to Higher Education Coming Soon

  The One Big Beautiful Bill Act includes many provisions that affect higher education.

• Taxing Social Security Benefits: Clearing the Confusion

  The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.