Taxes

Market Thoughts January 6, 2018

Equity markets posted strong gains for the start of 2018. Large-cap, small-cap, international developed, and emerging markets essentially gained 10% of their entire 2017 returns in the first week of 2018.. Jeremy Grantham, co-founder of Grantham Mayo & van Otterloo, penned a noteworthy article this week. He proposed the possibility of a melt-up in the…

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Year-End Tax Tips

As of this writing, Congress is attempting to reform our tax code. While changes are common with every new presidential administration, an initiative so transforming as to be called “tax reform” is quite unusual — the last major tax overhaul happened during the Reagan administration in 1986. According to Fox News, some who may benefit…

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Market Insights – One for the History Books

  Government debt sales are set to more than double in 2018, lifting net issuance to $1.3 trillion, the most since 2010, according to JPMorgan Chase & Co. estimates. With the Federal Reserve shrinking its bond holdings and deficits poised to swell even before considering the tax overhaul, all signs point to higher financing costs.…

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Don’t Make These Retirement Mistakes

It’s easy to get overwhelmed just thinking about preparing for retirement. With so many variables to consider, it’s hard to know what you should do about developing a strategy for retirement income. If you’re having trouble wrapping your hands around what you should do, you might want to begin by focusing on what you shouldn’t…

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IRS News to Know

As we head into the final quarter of 2017, it’s a good idea to stay cognizant of any tax issues that may affect your finances come April 2018. Now is the time to review your investments and income distribution plans to help ensure you don’t trigger additional taxes or penalties later on.   We can…

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Back to School: Planning for College Expenses

Paying for college has become one of the greatest challenges of the American family. Whether your children plan to attend a state university, a private institution, or it’s just too early to tell, planning for college expenses should be a primary factor when considering your investment portfolio and other financial vehicles.

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Why Retirement Planning is Different for Divorcees

Studies show that one in every four divorces happen to people over 50 years of age. If you’ve been divorced – particularly if you haven’t remarried – your retirement planning picture might look a lot different than that of your married peers. Whether the breakup happens close to retirement age or earlier on greatly impacts…

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4 Often Misunderstood Tax Terms

Tax season is the time when so many of our clients bemoan their lack of tax expertise. The fact is that the code is thousands of pages long, and changes frequently. We highly recommend the use of a certified public accountant when filing your taxes. But even the best accountants need input from you as…

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