When investing, there’s an important principle to remember: How much you make isn’t nearly as important as how much you keep.
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Year after year, data from financial surveys (unfortunately) paints a poor picture of American finances.
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The stock market is up about 20% since peak investor negativity. Funny how that works.
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“His peak salary, just before retirement, was barely over $1,000 a month. But when he died, his net worth was $70 Million, and he gave $40M of that to schools.”
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Most people lose an important tax benefit when they donate. Fortunately, there are four lesser-known strategies you can use to maximize your charitable impact.
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Most people don’t realize that a married couple can earn up to $83k in qualified dividends without owing any federal income tax. Above that, they only pay 15% on the next $400k of income.
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“You know, the best part of the best drug in the world isn't the high. It's the moment just before you take it. The dice are dancing on the table. Between now and the time they stop, that's the greatest high in the world.”
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Here are our most asked questions about banking and investor protection this month:
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The ongoing “us vs. them” mentality has an unwritten lie: You can never be wealthy.
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If you’re wondering what your top 2023 California and Federal taxes rates are, look no further.
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Our 2022 Recap: Where Inflation is headed, Interest rate changes, Stocks, 2023 Projection, Takeaways
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When you should expect your 2022 year-end tax forms
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In 1974, our nation was briefly pulled apart at the seams by inflation, a failed foreign war in Vietnam, a recession, an oil shock, and Watergate. The echoes in today’s economy are shockingly similar.
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Let’s assume, for a moment, that the most well-advertised recession in history finally arrives:
Will stocks drop? Maybe, but maybe not:
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The story of Disney is the same as the many great American businesses.
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A few steps you can take to minimize your tax and/or maximize your financials
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So- what’s the difference between the wealthy and the rich?
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Q3 Earnings: Fresh
Factset notes that 72% of reporting companies have had a positive EPS (Earnings Per Share) surprise.
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Conservative investing is difficult when interest rates are 0%; It’s a bit like being a vegan in a steakhouse. You might not agree with most of the menu, but if everyone around you is eating well and you’ve been starving, it’s easy to throw caution to the wind and dive in.
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