Economy & Markets
Most Common Investing Mistakes
Most Common Investing Mistakes A recent conversation with the son of a client and a new college graduate prompted a question we decided to pose to all our advisors. We asked Charlie Fitzgerald, Ron Tamayo, Derrick Chandler, Mike Salmon, Tommy Lucas, Ryan Osborne, DJ Hunt, and Brad Brescia, all CFP® professionals, “What are the most…
Read MoreHow can I get my tax information to my preparer securely?
How can I get my tax information to my tax preparer securely? Tax season is upon us once again, and if you use a professional to prepare your taxes, they may have reached out to request your tax information and documents. Your most personal data is on these forms and might include your name, your…
Read MoreDo spikes in the national debt cause market crashes?
Do spikes in the national debt cause market crashes? It’s an election year. Hang on to your hats! Every four years, we hear from both sides of the aisle about the terrible things that are sure to happen to us and to our country if the candidate from the other party wins the Presidency.…
Read MoreWhy true investors don’t worry about their portfolios on Election Day
Why true investors don’t worry about their portfolios on Election Day A recent study by asset management firm Janus Henderson indicated that half of those surveyed are “very concerned” about the 2024 U.S. presidential election. Only a third of those surveyed are highly worried about inflation, the possibility of a recession, or higher interest…
Read MoreHow do higher interest rates affect personal finances?
How do higher interest rates affect personal finances? The most obvious effects of higher interest rates are that savers earn more interest income and borrowers pay more interest due to higher rates on loans, such as mortgages. But how else can higher interest rates affect personal finances? Our team came up with a few notable…
Read MoreHow inflation may reduce your tax bill for 2023
How inflation may reduce your tax bill for 2023 Thanks to inflation, reducing your tax bill in 2023 may be easier than you think. All things being equal, lower inflation readings are preferred but there are aspects of higher inflation readings that work in your favor. And inflation-induced tax savings can help offset inflation’s higher…
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