Do you plan for your child to inherit a home in California? If so, pay attention to recent developments related to Prop 19 and the impact it is likely to have on your property taxes.
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Tax code changes often take place after major elections in which one party replaces the other.
The Biden tax plan has pledged not to increase taxes on taxpayers earning less than $400,000 a year.
It proposes to eliminate the step-up in cost basis on assets at death.
It is important to be familiar with the current tax code and any changes that may be enacted so you can plan accordingly.
Equity markets around the globe posted positive returns in the third quarter. Looking at broad market indices, emerging markets equities outperformed US and non-US developed markets for the quarter.
Value underperformed growth across regions. Small caps outperformed large caps in non-US developed and emerging markets but underperformed in the US.
REIT indices underperformed equity market indices in both the US and non-US developed markets.
Every four years, during the Presidential election cycle, some clients get nervous about the election and how the outcome will affect their investments. Normally there is a fear that if their favored candidate loses, the stock market will tank.
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In this article we outline several important facets of historical market performance. This has great relevance to investors who are looking to make successful decisions about how to over or underweight their portfolio positions to maximize performance over the long term.
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The quarter ending March 31st was the 9th worst quarter of stock market performance; and the quarter ending June 30th was the 9th best.
Investors who swapped from stocks to cash after the steep drop in March missed the subsequent rebound.
We took measures in light of the situation by rebalancing client portfolios and executing tax swaps.
We are living through an unprecedented period of history and we expect markets to remain uncertain for some time to come.
Equity markets around the globe posted positive returns in the second quarter.
Looking at broad market indices, US equities outperformed non-US developed markets and emerging markets.
Value stocks underperformed growth stocks, and small caps outperformed large caps.
REIT indices underperformed equity market indices in both the US and non-US developed markets.
Most people think of Social Security as a benefit that will come into play in retirement. But have you ever considered the scenarios in which you may need it before that?
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As the pandemic has spread, many small businesses have been impacted by the social distancing and stay-at-home orders. If your business has taken a hit, it’s good to know your options under the Stimulus Package. Here is a quick summary of the basics.
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Equity markets around the globe posted negative returns in the first quarter.
Looking at broad market indices, US equities outperformed non-US developed markets and emerging markets.
Value stocks underperformed growth stocks in all regions. Small caps also underperformed large caps in all regions.
REIT indices underperformed equity market indices in both the US and non-US developed markets.
Under CARES Act, Required Minimum Distributions (RMDs) are not required in 2020.
Also, qualifying individuals can withdraw up to $100,000 from a retirement plan without the applicable 10% penalty.
Vanguard is forecasting a sharp contraction in Gross Domestic Product (GDP) in the coming quarter of nearly 17% on an annualized basis followed by a sharp upswing.
There is no proven way to successfully time the market. Missing only a few days of strong returns can drastically impact overall performance.
Many of us are now working from home due to the COVID-19 pandemic. Many of the major cities in the United States are on lockdown, and it is expected that many are to follow. Are there any tax tips for working from home during the coronavirus? Read on to find out.
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The IRS has announced that the tax filing and payment deadlines for individuals have been extended to July 15, 2020. It is important to note that this extension does not apply to every single thing related to your taxes. Please read this article to learn what is and is not covered in this deadline extension.
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Resources that may help you prepare your 2019 tax return. This includes links to third-party investment company information to calculate tax-exempt income at the state level or foreign taxes paid (which may offset a shareholder’s tax liability).
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News that the coronavirus is spreading has caused short-term market volatility and it is likely to continue. Although we anticipate that the coronavirus will remain a concern in the coming months, the full and lasting impact on the global economies remains unclear at this point.
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February is a very opportune time when it comes to planning your cash flow. The holidays and new year have passed, but it’s not yet time when people start feeling overwhelmed by tax season. In this “in between” time, take a few moments this month and plan out your cash flows for the year.
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Equity markets around the globe posted positive returns in the fourth quarter. Looking at broad market indices, US equities outperformed non-US developed markets but underperformed emerging markets.
Value stocks underperformed growth stocks in all regions. Small caps outperformed large caps in the US and non-US developed markets but underperformed in emerging markets.
REIT indices underperformed equity market indices in both the US and non-US developed markets.
Stock and bond markets continued to rebound from the 2018 correction.
Asset classes can have very prolonged downturns like what happened with the S&P 500 during the “lost decade”.
Diversifying into other asset classes like emerging markets and small company stocks would have mitigated losses during the lost decade.
Just when investors begin to question the future viability of an asset class may be the point a reversal occurs— as what happened with