AN EXECUTIVE SUMMARY ON FIRST QUARTER 2016
The markets have gone mostly nowhere over the last year with a small decline in overall prices, after falling and rising like a yo-yo. There were two back-to-back market corrections over a period of six months. The first was in August 2015 when we had a market correction of -12.4%. The second correction started at […]
Four Ways to Ensure You’re Ready for Next Year’s Taxes
If you are like the majority of people, tax season puts you in a bad mood, and you just want to get through it. If you have a negative view of taxes, it may be because you face some less-than-optimal decisions when tax season comes around. Now is the time to start making changes so […]
Market Gyrations
The market moves over the last month have been quite volatile, and we understand that this can be disconcerting. Today’s events are no exception, and we wanted to pass along our perspective. As we are composing this email, the markets have fallen from their all-time highs back in May, most major indices are now in […]
Regarding Market Pullback
Happy New Year!? The beginning of 2016 has gotten off to a bad start, and as a result we are close to a market correction (defined as a decline of 10% from the recent high). The market gyrations are due to a variety of exogenous events including a slowdown in China, North Korean hydrogen bomb […]
Year-End Wealth Strategies
Year-End Wealth Strategies. The end of the year is quickly approaching! It is no secret that the markets have been volatile this year; however, there is a silver lining. You can watch this quick video to learn more on this and a few other year end strategies. It is no secret that the markets have […]
Your Money & the Markets in August
Majority of the needle-moving economic indicators over the past month were roughly in line with expectations, and the chances of an interest rate increase at the next Fed meeting remain high. Nonetheless, the interest rate hike is not a done deal, and the potential of a bad economic report, such as low August employment numbers, […]
Don’t Sweat the Greek Drama
June 29th was a dark day for the markets: Spooked by turmoil in Greece, the Dow Jones and S&P 500 indexes each plunged 2%. The drop was the sharpest of 2015, but from a historical perspective, it wasn’t all that noteworthy. According to JP Morgan Asset Management, the steepest intra-year declines in the S&P 500 […]
Keep More of Your Wealth
There is an old piece of tax wisdom that says, “It’s not what you earn, it’s what you keep.” And that has never been more true than today. Currently, income taxes have risen to a top rate of 39.6%. There are also a few additional taxes for high wage earners based on the recent healthcare […]
Your Money & the Markets in June
This month, it seems that good news is bad news once again. A series of positive economic data (mainly stronger employment growth) lit up markets with fear that growth would rebound sharply in the summer months, just like in 2014, and that a better economic situation would likely push the Fed over the edge and […]
Video Blog: Million-Dollar Question: Traditional or Roth IRA?
Retirement accounts like IRAs and 401(k)s are hugely popular—and the reason is their tax advantages. But traditional IRAs and Roth IRAs are very different: Assets in your IRA grow tax-deferred, while assets in your Roth grow tax-free. And if you’re wondering what on earth that means, you’ve got plenty of company.