When you should expect your tax forms
Read MoreOur 2022 Newsletter includes our market outlook, Tax rate changes, Using habits to set and reach goals, and more
Read MoreAs the world and economy are beginning to re-normalize, I would argue this earnings season is possibly the most important we’ve had since early 2020
Read MoreCapital Group examined 85 years of stock market data (S&P 500) to learn how mid-term elections affect the markets. Two of their findings are outlined here:
Read MoreWith so much perceived excess and euphoria around meme and tech stocks, it felt like something had to give, and it finally did this month.
Read MoreSeniors are often targeted because they tend to be trusting and polite. They also usually have financial savings, own a home, and have good credit—all of which make them attractive to scammers.
Read MoreIf anything, investors should remember that nothing works all of the time.
Read More10 Frequently Asked Questions on “Investing” in Bitcoin and Ethereum
Read MoreIt’s always tough to see a stock price triple and miss out on the gain. That’s one difficult truth of investing: your missed opportunities are broadcast 24/7.
Read MoreKatie, Renee, and Joe discuss what works during inflationary times, interest rates, growth stocks, gold/bitcoin and and the current challenges facing our economy
Read MoreAccording to its price-to-earnings ratio (30x), the S&P 500 is valued more than 80% higher than its long-term average (16x). But the historical averages are irrelevant.
Read MoreWhat is the definition of risk? In the case of investing, it’s anything that causes a market pullback that you didn’t see coming
Read More“Rich Dad, Poor Dad” Author Robert Kiyosaki made media waves this month by saying “The biggest crash in world history is coming this October”.
Read MoreAs the year ends, it’s important to be mindful of options to minimize your tax burden. Just like the holidays come and go, so do planning opportunities.
Read MoreAccess to markets and information has never been easier to attain. Short-term traders appear to be well informed these days, and a financial advisor probably won’t get clients in and out of the meme stocks faster than a couple of taps on a trading app.
Read MoreThe long-awaited budget reconciliation bill was unveiled this week, and there’s a lot to unpack for individual and corporate taxes. You’ll remember the bill is key to tax reform and how the government intends to pay for the 3.5 Trillion dollar stimulus package.
Read More“I honestly believe that 80% of (the internet companies) that existed are going to zero… Now the 20% that remains… I’m still bullish. The internet is a theme that’s shaping the world”
Read MoreCan income investors still realistically “live off their interest and dividends”?
Read MoreOur team participated in our own Quarantine Office Olympics during the spring of 2020...
Read MoreIf you’re wondering what your top 2021 California and Federal taxes rates are, look no further.
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