While many people tend to focus on how much money their investments will produce for them, it can be equally as important to understand how the IRS will tax this…
Category: Investments
Income Tax Strategies in Retirement
With Thanksgiving around the corner, I am thankful we have some light at the end of the tunnel. Pfizer, Moderna, and now AstraZeneca have announced that preliminary data show that…
Top 5 Tips to Minimize Taxes on Investments During Retirement
At this time of year, it is important to review where you stand from a tax perspective to see if there are any opportunities to benefit your overall tax picture.…
Current Market Dynamics
This week’s key takeaways: The current market dynamics shows several similarities to the tech bubble of 2000Our strategy is to remain defensiveIt’s time to start thinking about end-of-year tax planning…
Market Outlook: Still a Bumpy Ride
Key takeaways: Reduced likelihood of another shutdownLiquidity from central banks is propping up the marketsGrowth continues to decrease as inflation ticks upProactively plan around taxes Normally we wash our cars…
Investment Themes
Key takeaways from this newsletter: Pensions are borrowing money to prop up returns Slowing growth and the potential for inflation Congress will need to work on another round of stimulus…