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Happy New Year and welcome to 2024!
We hope that you and your family had an enjoyable holiday season. We thank you for giving us the opportunity to help you pursue your financial goals. We are excited to see what the new year will bring us.
Proactive Tax Planning for 2024
Tax planning should always be a key focus when reviewing your personal financial situation. One of our goals as financial professionals is to identify as many tax saving opportunities and strategies as possible for our
clients.
Upcoming Sunset of Estate Tax Law Changes
Communication and planning
have always been essential when attempting to transfer wealth efficiently. Tax planning can also play a significant role for larger estates. Currently, the federal estate tax laws are very generous, however, when the 2017 Tax Cuts and Jobs Act (TCJA) rules expire at the end of 2025, that might not be the case.
Q1 Economic Update 2024
The first quarter of 2024 continued to reward investors who stayed the course and enjoyed strong returns in 2023 as the momentum of 2023’s year end rally took another step forward. Both equity and bond markets performed well after the Federal Reserve confirmed that disinflationary trends were consistent and satisfactory enough for them to finally consider monetary easing beginning this year.
Traditional and ROTH IRAs client 2024
Everyone saving for retirement knows being proactive is very
important. Having healthy retirement savings can help you
live comfortably in your golden years.
Common Investing Mistakes to Avoid
Whether someone has $50,000 or $5,000,000 to invest, there are several investment pitfalls that any investor can fall into. One of our goals as financial professionals is to help clients avoid these pitfalls, which could be very costly.
Q2 Economic Update 2024
Equity and bond markets began the second quarter of 2024 with a rough start, thanks to the Federal Reserve’s decision not to reduce interest rates due to stubbornly high inflation rates
Understanding Volatility & Benefits of a Long-term Investing Strategy
Investors typically include equities in their long-term plans with the expectation of generating a positive return. Historically, over longer periods of time, this strategy has helped many investors achieve their desired goals.
Proactive Year-end Tax Planning for 2024
One of our main goals as holistic financial professionals is to help our clients recognize tax reduction opportunities within their investment portfolios and overall financial planning strategies. Staying current on the ever-changing tax environment is a key component to helping our clients benefit from potential tax reduction strategies.