Document checklists for tax filing season
The time has come to start preparing for the upcoming tax season. Whether you file on your own or work with a tax professional, streamline the process by keeping your… …
What’s moving the markets?
The 2024 presidential election: The presidential race between Vice President Kamala Harris and former President Donald Trump remains incredibly close, with neither candidate holding a decisive lead in the polls…. …
Year-end tax planning: Maximize your portfolio’s efficiency with tax-loss harvesting and custom indexing
As year-end approaches, it is an excellent time to evaluate your taxable investment portfolio for potential tax-efficient adjustments. The decisions you make can significantly impact your overall returns, in the… …
What’s moving the markets?
Fed rate cut signals a shift: The Federal Reserve cut interest rates by 0.5% in September, marking its first reduction this year. This move reflects the Fed’s ongoing effort to… …
IRS rule changes: Non-spousal beneficiary IRA withdrawals
The IRS recently clarified significant changes to the rules governing how non-spousal beneficiaries withdraw funds from inherited Individual Retirement Accounts (IRAs). These updates stem from the SECURE Act of 2019,… …
What’s moving the markets?
Interest rate relief: After months of anticipation, the Federal Reserve appears ready to pivot its monetary policy. With inflation showing signs of cooling and a softening job market, Fed Chairman… …
Relationship finances – merged, separate or hybrid?
Deciding how to handle money with your significant other can often be a daunting and complex undertaking. Money has a direct impact on your relationship, affecting everything from day-to-day decisions… …
What’s moving the markets?
Inflation and interest rate cuts: Recent economic data indicates a cooling trend in inflation, with the Federal Reserve’s preferred measure showing a slight increase of just 0.1% from May to… …
Soon-to-be retirees: Transitioning from saver to spender
Retirement is a major financial milestone – the culmination of decades of hard work and diligent saving. If you have spent most of your life focused on accumulating wealth to… …
What’s moving the markets?
AI adoption – Potential equalizer in market cap dynamics: The ten largest stocks in the S&P 500 now represent over 30% of the total market capitalization, sparking a debate about… …