Before tossing your 2024 tax return in the electronic file, take a look at some key lines and engage in tax planning for a better 2025 return.
US equities were down again. Int’l equities were flat. Gold was on fire. Rates little changed. Credit spreads are moving higher.
Here are the documents accountant is looking for – and yes still time to impact 2024 tax year.
US equities were negative in February while rest of major asset classes were positive – especially long bonds.
Here is a financial framework for those starting their first job – and a refresher for others already working.
A solid start to 2025, though tariff volatility kicked in on last day of the month.
Here are a few new features effective in 2025 from SECURE Act 2.0. Also note Social Security Fairness Act passed in early January.
US Large Caps got a little less large, Small Caps a lot smaller, REITs and long bonds smoked and the Fed said “not so fast”
Here is my traditional holiday post. The energy and excitement of youth is especially noticeable this time of year. Soak it in but also remember to recognize and encourage this energy year-round but without "measuring you by the yardstick of my own years." Happy Holidays!
The election drove many asset classes higher after the October pullback, though international equities were down.
Not all tax planning moves can wait until next spring. Here are some moves to consider now.
US equities gave it up the last days of October while Int’l equities and bonds drifted down all month. How about them rates!