Round Rock Report

From industry news to expert insights, we’re here to help you gain an all-encompassing understanding of what’s happening in finance.

Financial advisor sitting with clients in their office.
Reasons Why a Financial Advisor is Important
The Benefits of a Financial Advisor Managing your investments and making the right choices is not an easy job; it takes time, patience, and knowledge. It can also be extremely tedious...
November 2021 Newsletter
Sizing Up Inheritances, Real and Imagined According to the Federal Reserve's Survey of Consumer Finances, last taken in 2019, about one-fourth of U.S. families have received an inhe...
October 2021 Newsletter
Record Consumer Complaints in 2020 The Federal Trade Commission (FTC) received more than 4.7 million consumer reports of illegal activity or unfair business practices in 2020, a 45%...
September 2021 Newsletter
State Income Tax: Depends on Where You Live or Work Eight states have no state income tax. Of the 42 states with a state income tax (and the District of Columbia), the top marginal ...
August 2021 Newsletter
How Long Do Workers Stay with Their Employers?   The median number of years that wage and salary workers had been with their current employer was 4.1 years in January 2020....
July 2021 Newsletter
Can You Fund Your Retirement? July 2021 See disclaimer on final page In January 2021, more than seven out of 10 workers were very or somewhat confident that they would have enough ...