Stocks
What is the difference between qualified dividends and ordinary dividends?
Tax rates differ between qualified dividends and ordinary dividends A reader of one of our MarketWatch columns asked why there were two kinds of dividends on his tax return, “ordinary” and “qualified.” The short answer is taxes. Dividends are categorized as either ordinary or qualified to determine the tax rate applied to the dividend. When corporations…
Read MoreWhy financial news intake can hurt your portfolio – if you let it!
Why financial news intake can hurt your portfolio – if you let it! In one of Dan Moisand’s recent MarketWatch columns, he was asked what he thought was the biggest mistake he’s seen people make with their money. Dan went with, “…people do not control all the things they can control and worry too much…
Read MoreWill higher taxes hurt stocks?
Will higher taxes hurt stocks? The proposal to raise taxes in some capacity arises in every election. Candidates for the White House are typically the most vocal about what changes they would make to the tax code if elected. It is important to remember that regardless of who wins the presidency, the president does not…
Read MoreThe election and your investments
The election and your investments The season many in our county dread is upon us. Even though most often no damage will occur, it’s hard to stop ourselves from wondering if this will be one of those times when our lives will be altered by outside forces. We’re not talking about hurricane season – although…
Read MoreMost 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…
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