We are constantly working to expand our services to our clients. Last year we introduced nightly market updates around major market moves and expanded our TIPS (Taxes, Investments, Planning, Spending) newsletter. This year we’re introducing our quarterly update where we provide our insights on the market and how it impacts your investments.
As you approach or enter retirement, you are likely wondering, “Do I have to pay taxes on retirement income?” This is a straightforward question, but the answer is not so clear. The amount of taxes paid on retirement income depends on a number of factors, like the type of income, how much you make, where you take income from, and the income of your spouse if you file taxes jointly.
US stocks portend volatile markets leading into the election and end of 2020. This fact reenforces the importance of investments outside of the S&P 500.
Looking back at the 2016 election, what can we learn from the market and the impact of election results?
As politics instinctually result in a desire for emotional actions, it’s important to first analyze whether the stock market is materially impacted by one political party over another.
There are 117 clinically diagnosed behavioral biases. We all have one. It’s our job to be aware of how the brain can influence our behavior and mitigate these effects.