With year end rapidly approaching, there is still time to implement tax saving strategies to lower your 2022 taxes. Current focus should be on deferring 2022 income into the following year and accelerating deductions for 2023 into the current year. This is often referred to as the “normal approach” to year-end tax planning.
One recent legislation update relates to individuals turning 72 in 2023, and expecting to begin their..
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This is an overview explaining Direct Indexing and how you may benefit from using this alternative, tax-aware investment strategy.
Most of us are familiar with the term indexing when it comes to investing. It simply means mimicking a specific investment index. While there are over 5,000 different indices, the most common index investors follow is the Standard and Poor’s 500 (S&P 500). Others that are frequently displayed across..
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Welcome to “The Week Ahead” where we take a moment to provide our thoughts on what we can expect in markets and the economy during the upcoming week.
Equity markets slumped last week as the Federal Reserve raised interest rates by a widely expected 50 bps, bringing the reference rate to a 4.25%-to-4.5% range. The latest rate hike marks a step down after four consecutive 75 bp moves, extending the sharpest tightening since the 1980s. The..
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