Archive for the taxes Category
The year 2012 is right around the corner, but you still have time to look at year-end portfolio strategies that could help you with your taxes.
Tax Loss Harvesting - This is a strategy that involves selling investments that have fallen below their initial purchase cost in order to offset capital gains realized thru the sale of another investment. For example, suppose you sold XYZ Stock for a $7,000 Long Term Gain and then sold ABC Stock for at ... read more
Investment Answers, taxes
In the markets, as in life, there are no guarantees but everyone is entitled to their opinion. Here's my opinion on the financial markets today.
During this Christmas season, sometimes it’s nice to have “advanced knowledge” of at least one gift under the tree. As expected, there were no bad surprises for the market from the Federal Reserve’s Tuesday afternoon FOMC meeting, the last one for 2010. The market gained early on strong reta ... read more
economic data, Economic Outlook, taxes, Weekly Market Updates
In the markets, as in life, there are no guarantees but everyone is entitled to their opinion. Here’s my opinion on the financial markets today.
One of our favorite advertising quotes around fi-plan Partners is the well-known Nike tag line, “Just Do It.” As far as the tax compromise is concerned, don’t you wish we could just put a “Swoosh” on the thing and move on? The markets certainly want to.
U.S. stocks opened higher this ... read more
economic data, Economic Outlook, Financial Insights Blog, Government, taxes, Weekly Market Updates
In the markets, as in life, there are no guarantees but everyone is entitled to their opinion. Here’s my opinion on the financial markets today.
Particularly living in a “storm belt” like we do in Alabama, we’re fascinated with the “360 degree sweep” technology that a Doppler radar offers to provide better, and timely, information. When there is not much meaningful economic data coming out in a quiet reporting week to cause a ... read more
economic data, Economic Outlook, Financial Insights Blog, Government, taxes, Weekly Market Updates
In the markets, as in life, there are no guarantees but everyone is entitled to their opinion. Here's my opinion on the financial markets today.
I think that we can certainly put the second part of that phrase to rest forever with all of the tax focus out of Washington over the past 24 hours. As we often say in our office and is true of in all of our lives, the “land of uncertainty” is just a difficult place to have your address. The ma ... read more
economic data, Economic Outlook, taxes, Weekly Market Updates
Market participants breathed a sigh of relief in early November. The arrival of the long-awaited mid-term elections and the Federal Reserve (Fed) announcement of another stimulus program unfolded as anticipated.
Even though the major political headlines are out of the way, what happens in Washington during the remainder of the year will still hold influence over the markets. The most important item facing Congress is the looming expiration of ... read more
economic data, Economic Outlook, Government, taxes
Subscribe to RSS Feed
