Taxes During Market Downturns
Understanding long-term capital gains taxes when you sell investments during market downturns. Market downturns, like the one through the first half of 2022, could be a good time to adjust your fund portfolio to minimize [...]
Rate Hikes Likely to Continue Through 2023
Be prepared for ongoing rate hikes in 2022, likely to continue in 2023. A few days before the beginning of August 2022, Wall Street’s eyes and ears were on the Federal Reserve, and as expected, [...]
Inflation is Not a Hidden Tax – It’s a Very Real Tax
We’ve all heard the saying that inflation is a hidden tax. Depending on which state you live in, it should simply be called a tax – because that’s what it is. If you live in [...]
Stagflation
“Stagflation” is an ugly word for an ugly situation – the unpleasant combination of economic stagnation and inflation. The last time stagflation was prevalent was the early 1970s. Oil-exporting countries in the Middle East cut [...]
Estate Planning Mistakes
Whether your estate plan is simple or complex, many details can undermine your plan’s effectiveness. Are you aware of these estate planning mistakes? As a substitute for a will, titling property jointly with your children. [...]
Oil – Supply, Demand, Price
The stock market has been awful through the summer of 2022 – declining in January, February, April, May, and June, with just the month of March recording positive numbers. Naturally, these declines and the accompanying [...]
The Summer of Stock Splits
Should Investors Care at All When a Stock Splits? The summer of 2022 could be known as the Summer of Stock Splits, as several high-profile companies have either split their stock or announced their intention [...]
Protecting Financial Information Online
More consumers are conducting financial transactions online. These transactions may become vulnerable to tracking, hacking, identity theft, phishing scams, and other cyberspace risks. While nothing can guarantee complete safety on the Internet, understanding how to [...]