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.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
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The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Washington Policy Research: Trump's Tariffs Face Legal Risk
Trump's tariffs face real legal risks, but the administration has a back-up plan.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Two Important Structural Shifts Shaping the Economy
Artificial intelligence and de-globalization are shaping the world economy and policymaking for years to come.
Social Security Changes Are Unlikely
Strategas explains why significant changes to Social Security are unlikely, despite noisy headlines.
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.
Underdiscussed Economic Cushions as War in Iran Continues
"Shock and awe” economic policy is helping buffer the economic fallout from the conflict with Iran.
Rethinking the Fed's Balance Sheet
Federal regulators are reconsidering rules that could give the Fed greater flexibility to reduce its balance sheet.
So You Won the Lottery
Sometimes more money can create problems you didn’t see coming. Follow these steps to keep your Mega Millions protected.
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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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