You’re probably already familiar with the three most important factors in real estate: location, location, and location. In investing, asset location is a similarly important, if less familiar best practice for keeping as much of your wealth as possible – after taxes have taken their toll. Given how …
What is Liquidity and Why Does it Matter?
Are your investments liquid or illiquid? When a holding is liquid, it simply means you can sell it anytime the market in which it trades is open for business, without losing your proverbial shirt in the exchange. If it’s illiquid, you cannot sell it, at least not for anything near what it’s …
The New 2021 Child Tax Credit At a Glance
In February, President Biden signed into law the American Rescue Plan Act of 2021. One of the areas most impacted by the legislation is the Child Tax Credit. The Act enhances the credit and adds an interesting option of advance periodic payments to those who qualify. Read on to learn more! Age …
