What Does it Mean to Be a One-percenter?
The phrase “one-percenter” can be an ambiguous term. What does it take to be in the top one percent? In the United States,...
18 February, 2020
Financial & Retirement Planning
Tax and Risk Management: A Look at Tax-Loss Harvesting
“To tax and to please, no more than to love and to be wise, is not given to men.” – Edmund Burke, 1774 At...
18 November, 2019
Madison Grows in Rank, Size, Commitment to Clients
“From a small seed a mighty trunk may grow.” ~ Aeschylus It is estimated that there are more than 10,000 Registered Investment Advisors (RIAs)...
10 September, 2019
Best States to Retire
A large number of Americans are expected to retire within the next decade. Close to 15% of the U.S. population is now aged...
10 June, 2019
Why Chartered Financial Analysts Measure Up
At Madison, we are proud to have over a dozen professionals with impressive certifications and designations. Six of our certified professionals are Chartered...
20 May, 2019
Household Equity Rising
“The ache for home lives in all of us, the safe place where we can go as we are and not be questioned.” ...
20 March, 2019
Reminder – Tax Rule Changes for 2019
While preparing your tax returns this spring, be mindful that the IRS has issued new Tax Brackets & Rates for 2019, effective January 1. The...
21 February, 2019
What Holds Society Together?
On behalf of the Madison team, we extend our best wishes to you and your family for a joyous holiday season! We also...
17 December, 2018
Die Rich by Living Poor or Die Poor by Living Rich?
Every man is rich or poor according to the proportion between his desires and his enjoyments. ~ Samuel Johnson A remarkable story of a...
13 November, 2018
Tax Code Tips: Mortgage Deductions and the Kiddie Tax
Are itemized deductions a thing of the past? The recently-enacted Tax Cuts & Jobs Act includes changes to the way we itemize deductions. ...
19 June, 2018