Blog - Insights

In 2023, the Internal Revenue Service (IRS) identified $5.5 billion in fraud. Older adults are especially vulnerable to these schemes.

Beginning in 2025, certain non-spouse owners of inherited IRAs and other inherited qualified retirement accounts will need to take an RMD. This requirement is in addition to fully depleting accounts under the “10-year rule.”

As the largest market in the world by far, the United States financial markets certainly have pride of place in many investors’ minds. In fact, the thought of broadening portfolio holdings to include international equities or fixed-income investments could generate reactions ranging from “Why bother?” to “Too risky.”

Fourth-quarter 2024 results were shaped by November’s U.S. presidential election. As financial markets around the globe began to incorporate the implications of a Trump “2.0” presidency, the landscape shifted.