Tax
Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Social Security Changes Are Unlikely
Strategas explains why significant changes to Social Security are unlikely, despite noisy headlines.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
U.S. Deficit Peaked in 2024; Set to Decrease in 2025
The U.S. deficit is expected to decrease in 2025, regardless of which party wins the presidential election.
Washington Policy Research: Key Takeaways from the Tax Bill
Just before the July 4 holiday, Congress passed a significant piece of tax legislation, coined the One Big Beautiful Bill.
Rethinking the Fed's Balance Sheet
Federal regulators are reconsidering rules that could give the Fed greater flexibility to reduce its balance sheet.
Underdiscussed Economic Cushions as War in Iran Continues
"Shock and awe” economic policy is helping buffer the economic fallout from the conflict with Iran.
Tariffs and Trade Post-SCOTUS Ruling
Strategas outlines the Supreme Court's recent ruling on tariffs and next steps amid a rapidly evolving landscape.
Navigating the New Tax Bill: Business Owner Tips
The updates in the OBBBA go beyond personal taxes – business owners face new rules, too. Here’s how to plan for them.
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Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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