The Stock Market History
From: linkedin.com
From the Roaring Twenties to the Tech Boom and beyond, witness the incredible journey of the stock market through time with this stunning visual history.
Blog & Helpful Articles
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The 4 expenses retirees most underestimate, and how advisors can help
The 4 expenses retirees most underestimate, and how advisors can help
From: www.financial-planning.com
Marianne Nolte knew that caring for her mother-in-law would be expensive, especially after the 94-year-old moved into an assisted living center. But there was one expense that caught Nolte’s family off guard.
Structured Note by Brookstone
Charitable Contributions
Charitable Contributions
From: www.fidelitycharitable.org
Optimize your charitable planning for maximum tax savings
Understanding the tax strategies related to charitable contributions can help you decide how much to give, what asset to give and when to give, so you can provide the maximum amount to charity—and receive the maximum tax advantages for yourself.
Why charitable contributions can help you receive maximum tax advantages
According to the report Giving USA , U.S. families and individuals give…
Charitable Giving and Tax Strategies to Consider
Charitable Giving and Tax Strategies to Consider
From: www.nerdwallet.com
Giving to charity not only makes a positive philanthropic impact but can also positively affect your tax burden.
Everyone loves a win-win situation. And that’s the case with charitable giving and its tax benefits — you can do good for others while also doing good for yourself.
When giving to charity, you can lock in tax deductions and save money for your heirs. Consider…
Five Financial Hazards
Avoid running into common hazards that occur and diminish retirement funds.
Top 6 Tax Changes You Should Know About for 2022
Top 6 Tax Changes You Should Know About for 2022
From: www.taxact.com
Wondering what’s changed in the tax world from last year? We put together the top six 2022 federal tax changes that taxpayers like you should know about before filing your income tax return in 2023.
Tax year 2021 saw major tax changes due to the coronavirus pandemic, but many of those changes went away in 2022. Let’s look at the…
Allspring: Municipal Monthly Market Update Jan. 2023
Allspring: Municipal Monthly Market Update Jan. 2023
From: Allspring
High Yield Muni and BBB Muni spent the majority of the last year toward the bottom of the barrel in terms of performance. As a result, spreads have widened close to historic averages. Did you know that you can generate much more yield going down in credit quality then you can going out in duration? See page 2 from the Allspring Municipal…
Top 6 Tax Changes You Should Know About for 2022
Top 6 Tax Changes You Should Know About for 2022
From: www.taxact.com
Wondering what’s changed in the tax world from last year? We put together the top six 2022 federal tax changes that taxpayers like you should know about before filing your income tax return in 2023.
Tax year 2021 saw major tax changes due to the coronavirus pandemic, but many of those changes went away in 2022. Let’s look at the…
Which Type of Dividend Fund Do You Prefer?
Which Type of Dividend Fund Do You Prefer?
From: www.morningstar.com
They may carry the same name, but not the same investment approach.
The ETF Advantage
Last week’s column “Are Dividend Funds All That?” showed that equity funds that hold dividend-paying stocks have thrived over the long term. Usually, bear-market heroes are bull-market flops, but dividend funds have been exceptions. They not only have resisted downturns but have…
