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Are you curious about estate planning? This article delves into key points to help protect assets and ensure your wishes are honored. From wills, trusts and various powers, to designating the right beneficiaries, it offers points that could save you time in the end.
How well do U.S. stocks perform after hitting an all-time high? View recent and historical trends. We also look at the impact of higher volatility on economic growth. Finally, a review of active management and how stocks and bonds performed in their respective indices.
Have you heard of tax-loss harvesting? It happens when investors take advantage of losses by reporting them on their income tax. This can help offset gains from other investments. Depending on the situation, the loss may be able to be applied to future years as well.
For anyone navigating the current housing market, understanding strategies to manage a 7% mortgage is crucial. This article explores different options for those desiring a housing change. Read on to find solutions and insights tailored to your unique situation.
Are you wondering how the 2025 Tax Bill might impact your retirement? This article walks through the new tax breaks and discusses changes related to retirement and what they might mean for your future planning. Dive in to find out how you might navigate the changes.
This has been the best May and June for U.S. Stocks since 1950! Even so, international stocks are still in the lead. How does geopolitical turmoil impact the market? Take a look at that answer, as well as cash performance, bonds, and how the traditional 60/40 portfolio is faring.
This article explores factors influencing housing affordability, the impact of current economic conditions, and future prospects. Readers will discover insights into decision-making for first-time real estate purchases and strategic approaches to homeownership.
See the latest insights into the recent legislative bill. We will address the primary questions you might have about tax policy changes in effect now. Discover its significance and potential impacts on personal and professional fronts, and the steps you might need to consider.
How do tariffs affect what you pay at the grocery store? This article dives into the complex relationship between trade policies, groceries and durable goods, as well as impacts on your portfolio. It unravels the mystery of why prices rise or fall based on global trade changes and helps the reader understand the bigger picture.
Soon we will celebrate our nation’s independence. It’s a good time to reflect on financial freedom, and wisdom to help guide a lifetime of investing. Consider these tips on what not to do with your hard-earned money! These principles help guide long-term victory.
