News and Commentary

Recent Updates

Stay up-to-date and in-the know about every aspect of your financial picture.

December 01, 2023

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9 Considerations for 2023 Year-End Tax Planning

Find time for your financial health during your holiday plans by considering the year-end estate and tax planning strategies highlighted in this article.

November 01, 2023

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Make Long-Term Care a Part of Your Financial Plan

It’s Long-Term Care Awareness Month—are you prepared to handle the costs of a long-term care event in your retirement years? This article can help you plan for them.

October 03, 2023

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Saving for Retirement? Now There’s More Time to Make Catch-Up Contributions

Eligible Americans saving for retirement can continue catch-up contributions on pretax basis through 2025, under a change recently issued by the Internal Revenue Service (IRS).

Research & Insights

Access our latest research and insights covering market news, financial planning topics, and more.

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The Braddock Blog

The Braddock Blog

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December Investment Perspectives

In this issue we discuss making a case for metals, the role politics play in objective decision-making, and if seasonal bias will dominate December.

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Roth Conversions: A Holiday Gift That Keeps Giving

As year-end approaches, now is the time to take stock of your retirement and estate planning needs and consider any tax planning implications or strategies that may be needed. Here we take a look at the advantages of a 2023 year-end Roth Conversion and how to determine if it’s the right move for you.