Ron Taraborrelli

The first month of 2026 proved to be a high-stakes rollercoaster for U.S. equities. January was defined by a sharp dichotomy: while the S&P 500® reached new all-time highs and closed the month up 1.45%,

Navigating the complexities of tax law can be daunting, but the IRS provides a foundational document, Publication 1, to ensure every taxpayer understands their fundamental protections. Known as the Taxpayer Bill of Rights, these ten principles govern your interactions with the IRS, from routine filings to examinations and appeals.

To build on our discussion of the white paper by Surya Kolluri, Olivia S. Mitchell, and Nikolai Roussanov (see the blog post "Navigating the Longevity Revolution"),  here is a detailed breakdown of the "Silver Dividend" strategy and a summary of the specific policy recommendations for employers. The "Silver Dividend" Strategy: Turning Longevity into Growth As global populations age, there is a risk of lower economic growth due to a shrinking workforce and lower capital accumulation. However,...