The COVID-19 pandemic led to several forms of legislation that included the CARES Act, SECURE Act, and the Build Back Better Act. Some of the changes have been well documented in traditional financial media. Others were a bit more obscure. With any new legislation, it...
The percentage of workers who quit their jobs rose to a record 3% in 2021. A combination of factors likely led to this: frustrated workers in the healthcare and retail spaces, parents who grew frustrated with childcare options, a strong economy that allowed many to...
What does the climate look like for investing in 2022? Last year was strong for stock markets once again, despite supply chain backlogs, persistent inflation, and the “Great Resignation” of employees leaving the workforce. Have we hit a peak in the markets, or is...
A diversified portfolio has long included various types of assets that range from large, mid-sized, and small companies, to value versus growth-oriented businesses, to various sectors within the economy, fixed income, commodities, and much more. With the total market...
Are you wondering how to navigate tax season as an independent contractor? Andrew Schwartz, CPA, covers the ins and outs of locum tenens taxes and tips to make the process of taxes as easy as possible. Presented by Barton Associates Jan. 2022
