Why August Is a Good Time for a Tax Checkup
Tax season may feel far away, but August is actually one of the best times to take a closer look at your tax situation. By
August 13, 2026
Retirement Can Last 20 Years. Your Tax Plan Should Last Just as Long.
Twenty years is a long time. It is roughly the amount of time that has passed since Twitter first launched, The Da Vinci Code became
August 3, 2026
Why the Great Wealth Transfer Is Taking More Time
Older generations have already started passing trillions of dollars to family members and charitable organizations, but the process is moving more slowly than many expected.
July 27, 2026
IRS Clarifies Gift Tax Rules for Trump Accounts
The Internal Revenue Service (IRS) and the U.S. Treasury Department have announced that contributions made to Trump Accounts will not require donors to file a
July 6, 2026
Celebrating 250 Years of Opportunity
Happy Semiquincentennial, America! For 250 years, the American Dream has represented the freedom to build a better life. That dream has never belonged to just
July 6, 2026
Markets Deliver a Powerful Second Quarter Rebound
Executive Summary Global financial markets staged an impressive recovery during the second quarter, overcoming the volatility that accompanied geopolitical tensions earlier in the period. Strong
July 2, 2026
Be a Guest- America Through Fresh Eyes
Explore America with a Fresh Perspective It’s often said that travel is the only thing you buy that makes you richer. As accountants, we spend
June 29, 2026
Thayer Partners Quarter 4 Investment Commentary
Thayer Partners Quarter 4 Investment Commentary Executive Summary: Financial Markets Trim 2024 Gains as Year ClosesFederal Reserve Taps the Brakes on Rate Cuts Trump Administration
January 7, 2025
Financial Market
Q4 Market Update
Thayer Commentary – Five Key Questions What happened in the financial markets in the fourth quarter and full year 2023? A topsy turvy year
January 4, 2024
Financial Market
Q3 Market Update
Thayer Commentary – Five Key Questions How did the financial markets do in 3Q23, and what drove returns? Stocks and bonds both retreated
October 12, 2023