Posts Tagged ‘Strategy’
All About Trump Accounts
Since Trump Accounts went live earlier this week, I’ve already received several emails asking about their structure and whether it makes sense for parents (and grandparents) to begin funding them. As with most new tax legislation, not everything is fully worked out, and questions remain around basis-tracking, rollovers, and reporting, among other things. That said,…
Read MoreGreen Shoots Amid the Economic Rubble
My apologies for the delay in getting this 3rd quarter review out. I was busy combing through the financial rubble that is the global economy for some glimmer of hope, and it turns out there are some sprouts beginning to grow. But first, the storm. For the 3rd quarter, US markets were off 4.46%, with…
Read MorePredictions, Money and Mattresses
I don’t usually make short-term market guesses – my crystal ball has been in the shop for almost 20 years; at this point I can’t remember if it was cracked or just fogged. I believe in the power of long-term markets, good diversification and poor performance as a result of short-term market prognosticating.
Read More2Q2020 Newsletter – Why Are Markets So High?
The markets will continue to be choppy in the coming months, due to the Coronavirus and upcoming elections. Don’t let that derail your long-term investment goals.
Read More1Q2020 Newsletter – Where Do We Go From Here?
Investors purchasing stocks/stock funds at these levels should expect a higher return over a long-term investment horizon than those who purchased in January, after 10 years of compounding double-digit growth. Likewise if the market continues to fall, that increases the investors’ expected returns.
Read MoreCARES Act – What You Need to Know
Last week the President signed into law the Coronavirus Aid, Relief and Economic Security Act (CARES Act), an economic stimulus package worth approximately $2 trillion.
Read More10 End of Year Action Steps to Potentially Reduce Your Tax Burden
It’s the most wonderful time of the year…to take advantage of tax savings opportunities.
As we begin the final weeks of the year, consider the following action items to potentially reduce your tax bill and improve your financial footing in 2020 and beyond.
Filling Your Tax Bucket
How do you recognize 300K of capital gains in your taxable account without paying taxes? This article addresses this question and explains, in simple terms, how our tax system works.
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