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Investing Newsletter - January 2025
Investing Newsletter - January 2025

  • US stock markets had an excellent year in 2024 and outperformed international and emerging markets.

  • The price-to-earnings (P/E) ratio discount of international stocks vs. US stocks is greater today than the 20-year average.

  • It makes sense to rebalance your portfolio when your stock allocation gets either too far above or below the target allocation.

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Market Review Q4 - 2024
Market Review Q4 - 2024

  • The US equity market posted positive returns for the quarter and outperformed both non-US developed and emerging markets.

  • Developed markets outside of the US posted negative returns for the quarter and underperformed the US market, but outperformed emerging markets.

  • Within the US Treasury market, interest rates generally increased during the quarter.

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How the 2025 IRS Super Catch Up Rule can help you Super Save
How the 2025 IRS Super Catch Up Rule can help you Super Save

The 2025 IRS Super Catch Up Rule is about to make it easier for some workers to save more for retirement—and the timing couldn’t be better.

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The IRS is coming for your cash app
The IRS is coming for your cash app

Venmo, Zelle, PayPal… all the new ways society is getting used to sending, receiving, and requesting cash without ever needing a physical wallet. However, as we start to track more finances on our smartphones, the IRS is using the data to better enforce the tax code. Here is what consumers need to know about changes in the IRS tracking of cash transactions.

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Reporting crypto on taxes: big changes for 2025
Reporting crypto on taxes: big changes for 2025

The IRS has your Bitcoin on their radar - get prepared before the grace period ends on December 31st! There are some big changes on the brink when it comes to how you report Bitcoin on your taxes. This blog presents a summary of what you need to know about changes in Bitcoin (and other digital asset) income tax reporting for 2025.

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Market Review Q3 -2024
Market Review Q3 -2024

  • The US equity market posted positive returns for the quarter and underperformed both non-US developed and emerging markets.

  • REIT indices outperformed equity market indices.

  • The Bloomberg Commodity Total Return Index returned +0.68% for the third quarter of 2024.

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Disclaimer

Posts are general in nature and do not constitute the rendering of legal, investment, accounting or other professional advice. Please refer to our Disclosures for more information.