As 2025 gets underway, there are several key changes in tax and retirement regulations to know. Here’s an overview of the most interesting. Retirement Contributions The contribution limits for qualified retirement plans, including 401(k)s and 403(b)s, have increased by $500,…

Would you like an extremely well-paid job for making forecasts that nobody seems to expect to be correct? Such jobs must exist because every year, major banks and brokerage houses produce ‘target ranges’ for the performance of the S&P index…

Private equity managers have recently faced a challenging exit environment for the businesses held in their funds. Inflation, higher interest rates, and economic uncertainty have created headwinds, which have slowed exits and prolonged any release of liquidity for investors. Some…

Last Friday, Atlanta saw snow for the first time since 2018. Naturally, the city went into “bunker” mode. This gave me plenty of time at home over the weekend. There is something very peaceful about admiring the white landscape, all…

At our New Year’s Day dinner, my family took time to reflect on the life of President Jimmy Carter, who passed away on December 29th at the age of 100. While his presidency, his post-presidential work, and his legacy have…