On December 2, 2025, the IRS issued Notice 2025-68 to provide a general overview of how Trump Accounts will work, and to address initial questions about eligible investments, distributions, reporting, and coordination with the rules applicable to other types of Individual Retirement Accounts. Key Rules Trump Accounts may be established in 2026, using IRS Form […]
Read MoreUpdates
The Markets (as of market close December 12, 2025)
Wall Street experienced a mixed week highlighted by the Federal Reserve’s policy decision (see below) and a retreat from technology shares. Illustrative of the week’s volatility, the Dow and the S&P 500 reached record highs mid-week following the Fed’s latest rate cut, before retreating at the end of the week. Despite a negative close last […]
Read More20 Questions for Year-End Tax Planning
The One Big Beautiful Bill Act has added several wrinkles to tax planning. Here are some basic questions to get you started. (December 2025)© 2025 M.A. Co. All rights reserved.
Read MoreThe Markets (as of market close December 5, 2025)
The stock market was largely driven by mixed labor data and optimism over a possible interest rate cut following the Federal Reserve’s meeting next week. Each of the benchmark indexes listed here ended last week higher, with AI stocks playing a significant role. The NASDAQ and small caps of the Russell 2000 led the way, […]
Read More2026 Retirement Savings Limits Increase: What IRA and 401(k) Savers Need to Know
Many IRA and employer retirement plan limits are indexed for inflation, and several key numbers are rising again for 2026. Here’s a breakdown of what savers need to know. How Much Can You Save in an IRA? The maximum amount you can contribute to a traditional or Roth IRA in 2026 will increase to $7,500 […]
Read MoreThe Markets (as of market close November 28, 2025)
Wall Street experienced a strong Thanksgiving week, largely erasing losses from the preceding volatile period. Increasing hopes of an interest rate cut by the Federal Reserve next month helped fuel the rally. After a shaky few weeks, tech stocks surged last week, driving the NASDAQ to its largest weekly gain in quite some time. As […]
Read MoreWill Tax Law Changes Impact Your Giving Strategy?
You may donate money to charitable organizations throughout the year, simply because you wish to support causes that you care about. However, beginning in 2026, a new set of tax rules will determine the deductibility of your donations and might affect how much you can afford to give — for better or worse. With the […]
Read MoreThe Markets (as of market close November 21, 2025)
Volatility continued to characterize the stock market last week. Wall Street endured significant swings driven by a mix of key corporate earnings reports, important economic data following the government’s reopening, and shifting expectations for the Federal Reserve interest rate policy. Each of the benchmark indexes listed here ended the week in the red, unable to […]
Read MoreHoliday Scams to Watch Out for This Season
The holiday season is a time for celebrating with those closest to you, but it’s also prime time for holiday scams. Unfortunately, fraudsters ramp up their efforts at this time of year to exploit holiday cheer for financial gain, so it’s important to stay alert and protect yourself from falling victim to a scam. Here […]
Read MoreThe Markets (as of market close November 14, 2025)
Last week was marked by the re-opening of the U.S. government after a prolonged shutdown. However, despite a significant boost to the stock market at the beginning of the week, the positive momentum waned as the week progressed as investors were concerned about high valuation of AI stocks and uncertainty over Federal Reserve policy. The […]
Read More