Considering Tax Loss Harvesting? What You Need to Know First
Kevin Oleszewski, CFP® Senior Wealth Planner As the tax year draws to a close, many high-income investors will look to reposition their portfolios to intentionally generate losses as a way to offset gains — an investment strategy known as tax loss harvesting.
7 Takeaways from Our Day with Goldman Sachs
By Debra Taylor, CPA/PFS, JD, CDFA™ Goldman Sachs recently held their Semi‐Annual Roundtable for a select group of financial advisors, providing us full access to the insights and thoughts of their top Portfolio Managers and Economists. Here are the 7 biggest takeaways from our discussions:
Weekly Update: May 2: Can the Federal Reserve slow the U.S. economy enough to bring down inflation without causing a recession?
By Debra Taylor, CPA/PFS, JD, CDFA™ Dear Friends, Can the Federal Reserve slow the U.S. economy enough to bring down inflation without causing a recession? It’s a delicate balance, but there are several reasons that it could be more achievable than in the past, according to Economists at Go …
Monthly Planning Update: January – Budgeting & Debt Management Month
Budgeting and Debt-Management Month KICK THE NEW YEAR OFF RIGHT A 2022 Guide to Key Dates for Retirees Article Provided by Kiplinger Deadlines are relentless, whether for tax filings, health plan open enrollments, or required distributions from retirement savings. The clock is always tickin …
Weekly Update February 22nd: Market Update, Russia-Ukraine Tension, Inflation & More
CURRENT STATE OF THE MARKET (NEW) Weekly Market Commentary 2.22.2022 Russia-Ukraine Tensions, Inflation Among Contributors to Market Volatility After Relatively Calm 2021 Published by The Carson Group, LLC Market uncertainty on multiple fronts is making it tough for investors. Russia’s ambi …
Who is IRMAA and Why Is She Getting My Money?
There’s a scene in the TV show Friends where Rachel gets her very first paycheck as a waitress at Central Perk. “Who is FICA and why is he getting all my money?” she poses to the gang. Some people age 65 and older might have a similar sentiment when they get their Social Security check …
The Week Ahead: August 30: Market Update, Insurance Month, COVID-19 update, all this and more in The Week Ahead!
CURRENT STATE OF THE MARKET (NEW) Weekly Market Commentary 08.30.2021 Fed Chair Signals Reduction in Bond-Buying Program; S&P 500 Reaches Another All-Time High Published by The Carson Group, LLC Federal Reserve Chair Jerome Powell joined the chorus of Fed officials signaling the U.S. c …
The Week Ahead: August 2: Market Update, Mid-Year Checkup, College Funding Month, COVID-19 update, all this and more in The Week Ahead!
CURRENT STATE OF THE MARKET Weekly Market Commentary 08.2.2021 Market Commentary: Supply Chain Issues Negatively Affected GDP and Housing in Q2, June Published by The Carson Group, LLC Supply chain issues continued to constrain economic growth and housing. U.S. GDP grew 6.5% in the second q …
Consider using our checklists to get you and your child on the right track for college!
Greetings, Consider using our checklists to get you and your child on the right track for college! From the day your child or grandchild is born, the clock starts ticking on planning for their future. There are many things to consider in the years leading up to your child starting their col …
FWIS 6.14 When planning for retirement and our financial futures, estate planning is often overlooked.
Dear Friends, When planning for retirement and our financial futures, estate planning is often overlooked. For several years, the lifetime exclusion was large enough that only the truly wealthiest families needed to worry about federal estate taxes. However, that could be changing with the …
The Week Ahead: June 14, 2021: Market Update, Family & Summer Savings Month, COVID-19 update, all this and more in The Week Ahead!
CURRENT STATE OF THE MARKET Weekly Market Commentary 06.14.2021 One-year Inflation Rate Accelerates and Job Openings Hit All-Time High Published by The Carson Group, LLC U.S. consumer prices continued to go up faster than normal. The Consumer Price Index (CPI) jumped 0.6% last month and ha …
