The rules seem to change every year, so here are some common questions (and answers) relevant in 2024:
Read MoreWhile cash donations are valuable, most people don’t realize it’s one of the least efficient ways to support non-profits. Not only do you lose the liquidity of having that cash, but you also miss out on significant tax benefits. There is a better way!
Read Morein 2024, we’re going to hear a lot about what could and does go wrong. A potential recession. A contentious election. Multiple foreign wars. Each is a story, but never the full story.
Read MoreLife isn’t all about saving and investing, so we asked our team members to recommend some of their favorite ways to shop and travel
Read MoreIf you can win the holidays, you can win the year.
Read MoreWhy own stocks when the economy is slowing down, and I can get a risk-free 5%?
Read MoreIn college, My friend Mike used to say “The most important thing about a party is knowing when to leave”. That goes for speculative investing as well.
Read MoreThese are companies that cared for billions in investor assets by promising huge returns with little mention of risk. In the end, the risk was all that mattered.
Read MoreThe Sweeney & Michel Team spent some time in the community this summer
Read MoreThe companies included in the “Magnificent Seven” (Apple, Tesla, Meta, Google, Nvidia, Microsoft, and Amazon) have a collective market cap of over $11 trillion.
Read MoreHow Likely is a BRICS Currency and Does it Pose a Threat To The Dollar’s Reserve Currency Status?
Read MoreHere are some of our initial Thoughts & anticipated questions from yesterday’s news:
Read MoreWhen investing, there’s an important principle to remember: How much you make isn’t nearly as important as how much you keep.
Read MoreYear after year, data from financial surveys (unfortunately) paints a poor picture of American finances.
Read MoreThe stock market is up about 20% since peak investor negativity. Funny how that works.
Read More“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.”
Read MoreIt’s no secret, California has earned its reputation for an expensive place to live.
Taxes can be a confusing and complicated issue, even more so when we live under 2 tax codes: CA State and Federal.
Read MoreMost people lose an important tax benefit when they donate. Fortunately, there are four lesser-known strategies you can use to maximize your charitable impact.
Read MoreMost 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.
Read More“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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