14th Apr 2022 by Mark Scher

It seems nearly impossible not to have heard that the Federal Reserve (Fed) has started raising rates. Technically, the Federal Reserve raises the Federal Funds Rate. That is the rate that the Fed charges commercial banks (Citigroup, Bank of America, etc) when they are borrowing or lending their excess reserves to each other overnight.

05th Nov 2021 by Ashley Scher

"Some might say the chaos of the previous administration has given way to something refreshingly banal, the concept of deliberative discussions in Congress to negotiate on policy.

16th Sep 2021 by Andrea Solana, CFP™
Within this article, Andrea Solana, Partner and Head of Advanced Planning at MASECO, provides a summary of the proposed US Income and Estate Tax Changes.
16th Jul 2021 by Ashley Scher

In 2017, the Trump Administration passed the Tax Cuts and Jobs Act (TCJA) which drastically cut corporate tax rates from 35% to 21%. While arguments can be made for some reduction from 35% (e.g.

05th May 2021 by Andrea Solana, CFP™

Within this article, Andrea Solana, Partner and Head of Advanced Planning at MASECO, discussed the proposed US Estate Tax Changes following President Biden's "American Families Plan", delivered on Wednesday 28th April, a strategy to invest in families, children, and workers.

22nd Apr 2021 by Rory Dorman, ACA

Rory Dorman, Partner and Senior Wealth Manager at MASECO, shines a proverbial spotlight on the Roth IRA and shares why he is such a fan of this particular tax-wrapper. In his article, Rory discusses the basic mechanics, numbers and less likely known key nuances of the Roth IRA.

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