Since April of 2020, following the market meltdown related to COVID-19, markets have been extremely friendly to investors. A quick look at the chart of the Dow Jones Industrial Average shows a steady march of the markets to higher valuations. Volatility has been muted, with only a few mini …
Tax
Year-End 2021: Six Money-Smart Ideas
Look quick, because another year has rounded third base, and is dashing toward home plate! That said, there’s still time to make a few good plays in 2021, while positioning yourself to score more in the year ahead. Here are six financial best practices for the record books. 1. Keep Your …
Tax Planning in Turbulent Times
An In-Depth Report Whether you’re saving, investing, spending, bequeathing, or receiving wealth, there’s scarcely a move you can make without considering how taxes might influence the outcome. But how do we plan when we cannot know? The particulars may evolve, but it seems there are always an …
