The old adage “April showers bring May flowers” retrograded the calendar this year, as March showers, of cash in the form of stimulus, brought April flowers – in the form of market “bouquets” of performance bestowed on investors.
A change in the capital gains rules could necessitate some re-jiggering of estates to attempt to protect assets as much as possible from estate taxes. It is, of course, too early to know if this idea will become a reality, but it's never too early to understand the problem and start thinking about potential solutions.
Over the last years, day trades made meme and cryptocurrencies like GameStop and Dogecoin hot commodities. These aberrations can cause risky investing to appear more prudent than it is. Let's step back and understand the differences between investing and trading and when each strategy may make sense.
Worried about potential tax increases and how they can impact you? You are not alone. Read about strategies to consider to optimize today's tax code before any changes come about.
Inflation fears and rising bond yields created some volatility. Still, they have been no match for the stimulus, easy money, and the prospect of a “once in a generation” infrastructure package. We are certainly not out of the tunnel yet, but we have seen the light for the last few months.
A common question among people preparing for retirement is whether it is beneficial to pay off a mortgage early. The answer involves more than just financial math; it's also about peace of mind.
The poor little Easter Bunny has a lot of work ahead of him this Sunda as he goes around the world hiding eggs and baskets full of treats. As you go about your family's Easter traditions, think about the lessons you can learn about investing from the Easter Bunny.
Most advisors nowadays like to shout their fiduciary status. While they talk the talk, can they walk the walk?