Admittedly we are not Certified Public Accountants and so we are NOT directly rendering specific tax advice. Rather, we will leave that to your CPA, whom undoubtedly already reached out with their own recommendations and advice. Inasmuch as the tax … Continue reading →
Granted, the tax bill and the media will continue to focus great attention on tax brackets and whether they are lower or higher for middle-class America. However, ultimately what is important is determining your new taxable income, since it is your … Continue reading →
The Tax Cuts and Jobs Act is voluminous, so I will address four or five salient points in subsequent posts. Stay tuned for even more information on how the new tax bill will affect you and your finances. And of … Continue reading →
Clearly, the historical data shows the markets’ performance being positive in each Presidential Election year since 1928 (sans only 4 years) according to this insightful article from the Advisor Insights blog (a publication of Loring Ward). Take heart, invest for … Continue reading →
U.S. Market Recovery After Financial Crises: All-Stock Portfolio Stock prices suffer during financial crises, but they typically recover over time. This image illustrates the cumulative returns of an all-stock portfolio after six historical U.S. financial crises. In the short term, … Continue reading →
