May 30, 2020in Investments, Taxes0by Client First Capital265 For Better or Worse Key takeaways: Long term results come from a discipline processTotal return = Change in Price + IncomeTrade is becoming even more important Increasingly taxes on primary residence is becoming a planning…
April 11, 2020in Charitable Giving, Estate Planning, Investments, Taxes0by Client First Capital307 The Beginning of Unemployment Since March 23rd, the S&P500 is up 27% when unemployment grew by 17 million in March. An example of how the stock market & the economy are different.