Indices closed out mixed on Friday. The Dow shed some points while the S&P 500 and Nasdaq added gains. Alphabet and Amazon stepped up on favorable earnings.
If you have independent contractors, keep up to date on how the Tax Court rules in cases the IRS brings. Read all about it in this week’s Business Tip.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how a highly appreciated stock position, can create both a tax and estate planning issue. Read the Article.
Indices ended the session mixed on Thursday. The Dow shed some points while the S&P 500 and Nasdaq closed with slight gains. Moves were mixed on a variety of economic news.
When leasing a car, you may need more insurance to cover your loss if the vehicle is totaled or stolen. Read all about it in this week’s Insurance Tip.
Indices closed with mixed moves on Wednesday. The Dow and S&P 500 shed some points while the Nasdaq landed in the green zone. Apple added 6.5% on the release of its quarterly details.
Rent your home via Airbnb, VBRO or HomeAway? Some special tax rules may apply to you! We explain in this week’s Tax Tip.
A Roth 401(k) option offers investors a unique opportunity to tax diversify retirement savings. We answer popular questions in this week’s Financial Tip.
Stocks took a breather Monday on a slip in crude oil and ahead of the Federal Reserve’s July meeting. Energy sector brands such as Chevron, Exxon Mobil, BP, and Royal Dutch Shell led the way down.
This week on “Money Talks,” Bil Lako, CFP®, is back, joining Jarrett McKenzie, CFP®, CWS®, and Troy Harmon, CFA, CVA, to discuss several economic reports that were released last Friday, including the Consumer Price Index, Industrial Production and the University of Michigan Consumer Sentiment Survey. They also touch on the week’s housing news and interest rates. Bil and Jarrett delve into a case study on cost basis and how investors can best deal with highly appreciated assets. The experts also answer listeners’ questions on Papa John’s, portfolio efficiency and Barclays PLC.