Planning Now for Possible Rate Changes Might Mean Big Savings
Planning ahead for possible changes in tax policy could positively impact your wealth management goals.
Dividend Investing’s Role in a Total Return Portfolio
Focusing on after-tax total portfolio return usually leads to better results than searching just for high-dividend yield.
Managing Wealth Amidst Potential Tax Policy Changes
Potential tax policy changes and their effects on building and transferring wealth: 8/28/2020 webinar.
Notes on the Economy – 3Q 2020 Summary
Not yet a sure thing, but data from many countries indicate that the worst of the global downturn is probably in the past.
Working from Home These Days? IRS Might Allow a Deduction
Working at home due to the pandemic? A quick summary of rules around receiving a related tax deduction.
Presidential Election & Policy Impact on Investments
https://vimeo.com/447683410 TAXING ISSUES: WHAT IT COULD MEAN FOR YOUR PORTFOLIO IF DEMOCRATS SWEEP TO POWER Many investors are asking how a blue wave of November election victories might affect the U.S. economy, financial markets and their portfolios. Democratic candidates are promising to raise taxes, particularly on the wealthy, to fund proposed government programs ranging from…
Pandemic Inspires Innovation to Meet Office Challenges
Remote working has inspired innovation for many companies – but it has also raised new issues that must be considered.
Election Got You Worried & Pondering Portfolio Changes?
As the election approaches, many are considering changing their investment portfolios. Here are several points to consider.
Big Changes Are Coming Thanks to Pandemic
From the pandemic, we can expect to see changes in the medical world and our approaches to work and education.
U.S. Tops World in Economic Uncertainty
Economic uncertainty is unusually high. The pandemic, the recession and the upcoming election make us feel uneasy. That feeling is actually quantifiable as indices show global uncertainty is at its highest point since the 2008-09 financial crisis. However, unlike that crisis, today’s uncertainty is higher for the United States than for Europe or China—the world’s…