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How to deal with market volatility

Q. So I’m watching the stock market go crazy. I’m 50, and my retirement savings are taking hits. I’m 70% invested in stock mutual funds,...

Should you change your portfolio in this volatile market?

I realize the market is volatile these days but are there sectors I should increase or decrease exposure to with all the back and forth...

Prepare to file your 2024 taxes

The tax filing deadline is just around the corner (April 15th or October 15th if you ask for an extension) and this is a good...

Fourth Quarter 2024 Market Newsletter

Read the full Fourth Quarter 2024 Market Newsletter HERE

2024 Year-End Tax Planning

As the year is ending, it is a good time to ensure that you have maximized all available tax benefits through comprehensive 2024 Year-End Tax...

Third Quarter 2024 Market Newsletter

Read the full Third Quarter 2024 Market Newsletter HERE EXECUTIVE SUMMARY

Benefit election or open enrolment : How to maximize benefits?

Benefit election or open enrolment time is coming soon. This is when you can make changes to your employer-provided benefits. These benefits are an important...

Tax planning strategies for tax changes due to TCJA sunset in 2025

The Tax Cuts and Jobs Act (TCJA) was a significant piece of tax legislation that was passed in 2017. It affected many aspects of individual,...

Second Quarter 2024 Market Newsletter

Read the full Second Quarter 2024 Market Newsletter HERE EXECUTIVE SUMMARY

What is the Federal Reserve’s goals for inflation?

Q. What is the Federal Reserve’s goals for inflation? One day the analysts are talking about the Fed lowering the interest rates and then the...

Can I use income from Annuities to fund a Roth IRA?

Q. Can I use income from Annuities to fund a Roth IRA? I have an annuity in my IRA. I started to annuitize it this...

How to avoid capital gains on small business stock

How to avoid capital gains on small business stock. The Qualified Small Business Stock (QSBS) exclusion (Under section 1202 of the Internal Revenue Code) was...