Is the stock market up 7% or 37% this year? Well, it depends. According to one major index, the market is up a respectable 7%. That’s not bad following last year’s dismal performance, but contrast that with another well-known index, and we might conclude that the stock market is up nearly 20%. Sounds great, right? […]
Markets – August 2023 Read More »
This year’s progress in the stock market can be primarily attributed to the slower pace of rate hikes and the growth of the economy. Furthermore, the fascination with artificial intelligence (AI) has significantly boosted the performance of technology stocks.
Markets – July 2023 Read More »
There is no shortage of tricks that scammers will use to deceive the elderly. Some will use deceitful emails and texts that encourage you to redirect to their fraudulent websites.
July Letter to Clients Read More »
Tax season is upon us again. It officially began on January 24, and you’ll need to file by April 18, 2022 (unless you file for an extension). The deadline is usually April 15th but the Washington DC holiday, Emancipation Day, falls on Saturday, April 16, 2022, and is observed on Friday, April 15th. As a
What’s New This Tax Year? Read More »
The start of this year has brought some market volatility that might have caused yousome uneasiness. It might be difficult but remember that this is normal – especially aftera year when the S&P 500 index ended up approximately 27% (and the last 3 years up100%). It can be hard to stay calm when markets start
Dealing with Market Volatility Read More »
It’s not uncommon for people to pay more in taxes than anticipated because our tax systemtreats various income types differently and has tax and penalties that are many are unaware.One way of considering the stages of retirement could be first, your pre-retirement or work andsaving years, usually before age 50 to 60. Next, early retirement,
Tax Planning Changes Throughout Retirement Read More »
By any measure, 2021 was a strong year for investors. But what’s in store for2022? From my perspective, I expect that many of the same forces thatinfluenced markets last year will play a role again in the year ahead. COVID-19 remains tragic and unpredictable. The pandemic was one of theprimary drivers of financial market activity
Predictions for 2022 Read More »